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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 | $50,861 | $160,028-68.2% | $147,080-65.4% | $145,884-65.1% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-7.0pp |
| Annual return | 12.75% | 98.60%-85.8pp | 420.17%-407.4pp | 551.85%-539.1pp |
| Employer contribution / active EE | $263 | $5,286-95.0% | $4,933-94.7% | $4,662-94.4% |
| Participant deferral / active EE | $4,553 | $8,422-45.9% | $8,066-43.6% | $6,690-31.9% |
| Admin fee / account holder | $7,006 | $15,030-53.4% | $12,989-46.1% | $13,392-47.7% |