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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 | $74,685 | $185,312-59.7% | $161,489-53.8% | $154,746-51.7% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 15.51% | 103.84%-88.3pp | 89.72%-74.2pp | 172.34%-156.8pp |
| Employer contribution / active EE | $926 | $4,769-80.6% | $4,268-78.3% | $4,379-78.9% |
| Participant deferral / active EE | $2,598 | $6,350-59.1% | $5,630-53.9% | $6,730-61.4% |
| Admin fee / account holder | $4,857 | $18,654-74.0% | $16,006-69.7% | $14,365-66.2% |