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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 | $36,193 | $144,124-74.9% | $117,857-69.3% | $147,585-75.5% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 12.33% | 531.17%-518.8pp | 335.09%-322.8pp | 578.57%-566.2pp |
| Employer contribution / active EE | $696 | $4,897-85.8% | $3,786-81.6% | $4,876-85.7% |
| Participant deferral / active EE | $1,696 | $5,316-68.1% | $4,482-62.2% | $5,439-68.8% |
| Admin fee / account holder | $6,607 | $10,886-39.3% | $8,020-17.6% | $10,885-39.3% |