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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 | $38,653 | $178,174-78.3% | $156,181-75.3% | $137,256-71.8% |
| Participation rate | 77.8% | 82.0%-4.3pp | 78.8%-1.1pp | 80.0%-2.2pp |
| Annual return | 12.31% | 84.19%-71.9pp | 64.87%-52.6pp | 220.34%-208.0pp |
| Employer contribution / active EE | $750 | $4,972-84.9% | $4,294-82.5% | $4,156-81.9% |
| Participant deferral / active EE | $5,092 | $6,888-26.1% | $6,132-17.0% | $6,407-20.5% |
| Admin fee / account holder | $8,287 | $17,404-52.4% | $14,586-43.2% | $12,270-32.5% |