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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 | $183,592-73.5% | $155,567-68.8% | $145,959-66.7% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 12.33% | 61.24%-48.9pp | 64.74%-52.4pp | 561.95%-549.6pp |
| Employer contribution / active EE | $957 | $5,315-82.0% | $4,674-79.5% | $4,661-79.5% |
| Participant deferral / active EE | $3,368 | $6,464-47.9% | $5,628-40.2% | $6,689-49.6% |
| Admin fee / account holder | $652 | $19,318-96.6% | $15,916-95.9% | $13,398-95.1% |