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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 | $48,592 | $183,539-73.5% | $155,556-68.8% | $145,897-66.7% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 12.33% | 61.31%-49.0pp | 64.84%-52.5pp | 552.29%-540.0pp |
| Employer contribution / active EE | $957 | $5,315-82.0% | $4,675-79.5% | $4,663-79.5% |
| Participant deferral / active EE | $3,368 | $6,467-47.9% | $5,631-40.2% | $6,689-49.6% |
| Admin fee / account holder | $652 | $19,275-96.6% | $15,885-95.9% | $13,390-95.1% |