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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 | $16,177 | $174,379-90.7% | $152,093-89.4% | $138,895-88.4% |
| Participation rate | 84.2% | 81.6%+2.6pp | 77.8%+6.4pp | 79.9%+4.3pp |
| Annual return | 17.25% | 74.86%-57.6pp | 66.36%-49.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $824 | $4,652-82.3% | $4,175-80.3% | $4,194-80.3% |
| Participant deferral / active EE | $2,867 | $6,159-53.5% | $5,451-47.4% | $6,396-55.2% |
| Admin fee / account holder | $4,829 | $16,880-71.4% | $14,497-66.7% | $12,562-61.6% |