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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 | $47,795 | $157,296-69.6% | $141,191-66.1% | $152,897-68.7% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.5%+9.9pp |
| Annual return | 20.49% | 64.34%-43.8pp | 71.41%-50.9pp | 345.43%-324.9pp |
| Employer contribution / active EE | $530 | $5,262-89.9% | $4,736-88.8% | $4,764-88.9% |
| Participant deferral / active EE | $6,425 | $7,111-9.6% | $6,710-4.2% | $5,851+9.8% |
| Admin fee / account holder | $2,774 | $12,125-77.1% | $10,264-73.0% | $11,599-76.1% |