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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 | $25,642 | $94,749-72.9% | $112,899-77.3% | $139,456-81.6% |
| Participation rate | 80.0% | 81.3%-1.3pp | 80.5%-0.5pp | 80.3%-0.3pp |
| Annual return | 25.38% | 40.92%-15.5pp | 34.11%-8.7pp | 373.45%-348.1pp |
| Employer contribution / active EE | $995 | $4,630-78.5% | $4,566-78.2% | $4,753-79.1% |
| Participant deferral / active EE | $7,958 | $6,517+22.1% | $6,516+22.1% | $6,711+18.6% |
| Admin fee / account holder | $317 | $8,530-96.3% | $7,047-95.5% | $11,407-97.2% |