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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 | $57,721 | $183,539-68.6% | $155,556-62.9% | $145,897-60.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.00% | 61.31%-47.3pp | 64.84%-50.8pp | 552.29%-538.3pp |
| Employer contribution / active EE | $77 | $5,315-98.6% | $4,675-98.4% | $4,663-98.4% |
| Participant deferral / active EE | $2,272 | $6,467-64.9% | $5,631-59.7% | $6,689-66.0% |
| Admin fee / account holder | $4,500 | $19,275-76.7% | $15,885-71.7% | $13,390-66.4% |