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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 | $197,799 | $152,619+29.6% | $125,195+58.0% | $152,909+29.4% |
| Participation rate | 70.0% | 83.3%-13.3pp | 79.8%-9.8pp | 82.5%-12.5pp |
| Annual return | 21.19% | 54.85%-33.7pp | 43.79%-22.6pp | 345.46%-324.3pp |
| Employer contribution / active EE | $333 | $4,947-93.3% | $3,866-91.4% | $4,764-93.0% |
| Participant deferral / active EE | $5,921 | $5,869+0.9% | $4,937+19.9% | $5,851+1.2% |
| Admin fee / account holder | $1,953 | $13,437-85.5% | $9,704-79.9% | $11,601-83.2% |