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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 | $54,113 | $127,387-57.5% | $115,038-53.0% | $125,389-56.8% |
| Participation rate | 93.3% | 84.2%+9.2pp | 81.4%+12.0pp | 83.2%+10.1pp |
| Annual return | -2.48% | 31.28%-33.8pp | 26.14%-28.6pp | 282.24%-284.7pp |
| Employer contribution / active EE | $820 | $5,166-84.1% | $4,608-82.2% | $4,866-83.2% |
| Participant deferral / active EE | $3,799 | $6,423-40.9% | $6,026-37.0% | $5,352-29.0% |
| Admin fee / account holder | $834 | $9,516-91.2% | $8,175-89.8% | $9,541-91.3% |