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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 | $56,132 | $135,956-58.7% | $123,894-54.7% | $273,972-79.5% |
| Participation rate | 88.2% | 84.1%+4.2pp | 81.4%+6.8pp | 83.0%+5.2pp |
| Annual return | 8.04% | 56.63%-48.6pp | 47.52%-39.5pp | 41.46%-33.4pp |
| Employer contribution / active EE | $581 | $5,170-88.8% | $4,617-87.4% | $4,869-88.1% |
| Participant deferral / active EE | $3,117 | $6,343-50.9% | $5,984-47.9% | $5,287-41.0% |
| Admin fee / account holder | $2,523 | $9,817-74.3% | $8,357-69.8% | $10,133-75.1% |