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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 | $84,847 | $185,856-54.3% | $170,028-50.1% | $139,456-39.2% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 15.34% | 60.52%-45.2pp | 53.39%-38.0pp | 373.45%-358.1pp |
| Employer contribution / active EE | $1,418 | $7,593-81.3% | $6,788-79.1% | $4,753-70.2% |
| Participant deferral / active EE | $5,135 | $11,623-55.8% | $10,409-50.7% | $6,711-23.5% |
| Admin fee / account holder | $2,156 | $15,387-86.0% | $12,820-83.2% | $11,407-81.1% |