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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 | $65,261 | $88,672-26.4% | $105,223-38.0% | $82,448-20.8% |
| Participation rate | 86.7% | 67.9%+18.7pp | 75.0%+11.6pp | 68.1%+18.6pp |
| Annual return | 15.39% | 30.86%-15.5pp | 180.65%-165.3pp | 41.64%-26.2pp |
| Employer contribution / active EE | $732 | $3,048-76.0% | $3,689-80.2% | $2,551-71.3% |
| Participant deferral / active EE | $3,102 | $4,036-23.1% | $5,072-38.8% | $4,139-25.1% |
| Admin fee / account holder | $2,861 | $7,146-60.0% | $8,859-67.7% | $7,234-60.4% |