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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 | $43,222 | $228,395-81.1% | $185,861-76.7% | $158,982-72.8% |
| Participation rate | 78.9% | 82.3%-3.4pp | 78.0%+0.9pp | 82.0%-3.0pp |
| Annual return | 16.79% | 40.82%-24.0pp | 35.96%-19.2pp | 302.99%-286.2pp |
| Employer contribution / active EE | $424 | $4,968-91.5% | $4,088-89.6% | $4,763-91.1% |
| Participant deferral / active EE | $2,055 | $6,417-68.0% | $5,634-63.5% | $5,983-65.7% |
| Admin fee / account holder | $473 | $11,869-96.0% | $9,503-95.0% | $11,252-95.8% |