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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 | $45,608 | $228,352-80.0% | $185,827-75.5% | $158,950-71.3% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.0%+9.5pp | 82.0%+5.5pp |
| Annual return | 19.70% | 40.81%-21.1pp | 35.96%-16.3pp | 302.91%-283.2pp |
| Employer contribution / active EE | $456 | $4,967-90.8% | $4,087-88.9% | $4,762-90.4% |
| Participant deferral / active EE | $8,448 | $6,416+31.7% | $5,633+50.0% | $5,983+41.2% |
| Admin fee / account holder | $636 | $11,867-94.6% | $9,502-93.3% | $11,248-94.3% |