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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 | $27,060 | $157,304-82.8% | $141,197-80.8% | $152,909-82.3% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 39.34% | 64.34%-25.0pp | 71.41%-32.1pp | 345.46%-306.1pp |
| Employer contribution / active EE | $882 | $5,263-83.2% | $4,736-81.4% | $4,764-81.5% |
| Participant deferral / active EE | $6,699 | $7,111-5.8% | $6,710-0.2% | $5,851+14.5% |
| Admin fee / account holder | $8,029 | $12,126-33.8% | $10,265-21.8% | $11,601-30.8% |