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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,412 | $176,077-41.3% | $159,455-35.1% | $167,518-38.3% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 13.22% | 331.83%-318.6pp | 263.63%-250.4pp | 478.71%-465.5pp |
| Employer contribution / active EE | $704 | $5,298-86.7% | $4,830-85.4% | $4,838-85.4% |
| Participant deferral / active EE | $8,177 | $7,751+5.5% | $7,353+11.2% | $6,342+28.9% |
| Admin fee / account holder | $3,918 | $12,556-68.8% | $10,800-63.7% | $12,312-68.2% |