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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 | $72,026 | $227,291-68.3% | $214,702-66.5% | $155,188-53.6% |
| Participation rate | 70.0% | 88.0%-18.0pp | 87.5%-17.5pp | 80.8%-10.8pp |
| Annual return | 15.02% | 60.08%-45.1pp | 54.55%-39.5pp | 148.84%-133.8pp |
| Employer contribution / active EE | $996 | $6,772-85.3% | $6,461-84.6% | $4,248-76.6% |
| Participant deferral / active EE | $3,651 | $9,582-61.9% | $9,147-60.1% | $6,531-44.1% |
| Admin fee / account holder | $858 | $20,413-95.8% | $19,830-95.7% | $14,480-94.1% |