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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 | $104,754 | $183,539-42.9% | $155,556-32.7% | $145,897-28.2% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 15.68% | 61.31%-45.6pp | 64.84%-49.2pp | 552.29%-536.6pp |
| Employer contribution / active EE | $952 | $5,315-82.1% | $4,675-79.6% | $4,663-79.6% |
| Participant deferral / active EE | $3,761 | $6,467-41.8% | $5,631-33.2% | $6,689-43.8% |
| Admin fee / account holder | $467 | $19,275-97.6% | $15,885-97.1% | $13,390-96.5% |