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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 | $24,692 | $185,312-86.7% | $161,489-84.7% | $154,746-84.0% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.7%-7.3pp | 80.7%-9.3pp |
| Annual return | 12.54% | 103.84%-91.3pp | 89.72%-77.2pp | 172.34%-159.8pp |
| Employer contribution / active EE | $421 | $4,769-91.2% | $4,268-90.1% | $4,379-90.4% |
| Participant deferral / active EE | $2,319 | $6,350-63.5% | $5,630-58.8% | $6,730-65.5% |
| Admin fee / account holder | $3,205 | $18,654-82.8% | $16,006-80.0% | $14,365-77.7% |