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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 | $55,481 | $159,978-65.3% | $147,041-62.3% | $145,978-62.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 10.30% | 98.36%-88.1pp | 419.21%-408.9pp | 550.52%-540.2pp |
| Employer contribution / active EE | $92 | $5,288-98.3% | $4,935-98.1% | $4,662-98.0% |
| Participant deferral / active EE | $6,197 | $8,429-26.5% | $8,071-23.2% | $6,690-7.4% |
| Admin fee / account holder | $1,687 | $15,053-88.8% | $13,006-87.0% | $13,400-87.4% |