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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 | $254,759-76.2% | $216,567-72.0% | $198,609-69.5% |
| Participation rate | 83.3% | 84.5%-1.2pp | 81.6%+1.7pp | 82.4%+1.0pp |
| Annual return | 16.15% | 10.04%+6.1pp | 12.94%+3.2pp | 202.70%-186.5pp |
| Employer contribution / active EE | $830 | $6,096-86.4% | $5,216-84.1% | $5,055-83.6% |
| Participant deferral / active EE | $6,045 | $6,948-13.0% | $6,191-2.4% | $6,977-13.4% |
| Admin fee / account holder | $1,928 | $26,311-92.7% | $21,981-91.2% | $19,030-89.9% |