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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 | $105,562 | $183,988-42.6% | $162,177-34.9% | $152,897-31.0% |
| Participation rate | 85.0% | 88.5%-3.5pp | 87.6%-2.6pp | 82.5%+2.5pp |
| Annual return | 19.30% | 150.79%-131.5pp | 115.60%-96.3pp | 345.43%-326.1pp |
| Employer contribution / active EE | $555 | $6,370-91.3% | $5,613-90.1% | $4,764-88.4% |
| Participant deferral / active EE | $6,393 | $8,032-20.4% | $7,297-12.4% | $5,851+9.3% |
| Admin fee / account holder | $2,625 | $13,123-80.0% | $10,843-75.8% | $11,599-77.4% |