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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 | $50,135 | $209,422-76.1% | $178,503-71.9% | $158,982-68.5% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 24.05% | 188.81%-164.8pp | 151.12%-127.1pp | 302.99%-278.9pp |
| Employer contribution / active EE | $385 | $5,707-93.3% | $5,011-92.3% | $4,763-91.9% |
| Participant deferral / active EE | $7,602 | $5,955+27.7% | $5,202+46.1% | $5,983+27.0% |
| Admin fee / account holder | $389 | $17,079-97.7% | $13,987-97.2% | $11,252-96.5% |