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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 | $62,046 | $162,785-61.9% | $133,959-53.7% | $158,950-61.0% |
| Participation rate | 94.4% | 83.2%+11.2pp | 79.8%+14.6pp | 82.0%+12.5pp |
| Annual return | 10.11% | 41.94%-31.8pp | 45.09%-35.0pp | 302.91%-292.8pp |
| Employer contribution / active EE | $472 | $4,975-90.5% | $3,919-87.9% | $4,762-90.1% |
| Participant deferral / active EE | $2,501 | $5,910-57.7% | $5,047-50.4% | $5,983-58.2% |
| Admin fee / account holder | $13,542 | $11,738+15.4% | $8,928+51.7% | $11,248+20.4% |