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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 | $209,428-76.1% | $178,498-71.9% | $158,950-68.5% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 24.05% | 188.78%-164.7pp | 151.09%-127.0pp | 302.91%-278.9pp |
| Employer contribution / active EE | $385 | $5,707-93.3% | $5,011-92.3% | $4,762-91.9% |
| Participant deferral / active EE | $7,602 | $5,955+27.7% | $5,202+46.1% | $5,983+27.1% |
| Admin fee / account holder | $389 | $17,077-97.7% | $13,985-97.2% | $11,248-96.5% |