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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 | $56,951 | $157,296-63.8% | $141,191-59.7% | $152,897-62.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 23.30% | 64.34%-41.0pp | 71.41%-48.1pp | 345.43%-322.1pp |
| Employer contribution / active EE | $920 | $5,262-82.5% | $4,736-80.6% | $4,764-80.7% |
| Participant deferral / active EE | $9,286 | $7,111+30.6% | $6,710+38.4% | $5,851+58.7% |
| Admin fee / account holder | $698 | $12,125-94.2% | $10,264-93.2% | $11,599-94.0% |