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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 | $60,610 | $178,174-66.0% | $156,181-61.2% | $137,256-55.8% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 16.15% | 84.19%-68.0pp | 64.87%-48.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $830 | $4,972-83.3% | $4,294-80.7% | $4,156-80.0% |
| Participant deferral / active EE | $6,045 | $6,888-12.2% | $6,132-1.4% | $6,407-5.7% |
| Admin fee / account holder | $1,928 | $17,404-88.9% | $14,586-86.8% | $12,270-84.3% |