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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 | $52,146 | $103,387-49.6% | $87,102-40.1% | $152,885-65.9% |
| Participation rate | 82.4% | 79.4%+3.0pp | 76.9%+5.5pp | 82.5%-0.1pp |
| Annual return | 33.84% | 28.10%+5.7pp | 28.19%+5.7pp | 345.39%-311.5pp |
| Employer contribution / active EE | $356 | $3,221-88.9% | $2,521-85.9% | $4,763-92.5% |
| Participant deferral / active EE | $2,693 | $4,778-43.6% | $4,048-33.5% | $5,851-54.0% |
| Admin fee / account holder | $1,836 | $12,193-84.9% | $7,491-75.5% | $11,598-84.2% |