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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 | $58,359 | $183,592-68.2% | $155,574-62.5% | $145,877-60.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 16.60% | 61.37%-44.8pp | 64.87%-48.3pp | 551.28%-534.7pp |
| Employer contribution / active EE | $688 | $5,317-87.1% | $4,676-85.3% | $4,663-85.2% |
| Participant deferral / active EE | $6,003 | $6,466-7.2% | $5,629+6.6% | $6,691-10.3% |
| Admin fee / account holder | $581 | $19,316-97.0% | $15,914-96.3% | $13,402-95.7% |