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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 | $72,220 | $175,231-58.8% | $149,696-51.8% | $139,466-48.2% |
| Participation rate | 81.3% | 83.4%-2.1pp | 78.8%+2.5pp | 80.3%+0.9pp |
| Annual return | 20.73% | 166.77%-146.0pp | 134.46%-113.7pp | 373.66%-352.9pp |
| Employer contribution / active EE | $746 | $5,478-86.4% | $4,821-84.5% | $4,754-84.3% |
| Participant deferral / active EE | $3,740 | $6,521-42.6% | $5,682-34.2% | $6,712-44.3% |
| Admin fee / account holder | $1,425 | $16,155-91.2% | $13,212-89.2% | $11,409-87.5% |