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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 | $62,087 | $98,982-37.3% | $162,177-61.7% | $65,185-4.8% |
| Participation rate | 70.1% | 85.8%-15.7pp | 87.6%-17.5pp | 70.2%-0.1pp |
| Annual return | 23.21% | 24.84%-1.6pp | 115.60%-92.4pp | 29.38%-6.2pp |
| Employer contribution / active EE | $1,167 | $3,467-66.3% | $5,613-79.2% | $2,177-46.4% |
| Participant deferral / active EE | $5,021 | $5,384-6.8% | $7,297-31.2% | $3,514+42.9% |
| Admin fee / account holder | $1,003 | $596+68.2% | $10,843-90.8% | $847+18.4% |