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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 | $28,779 | $183,539-84.3% | $155,556-81.5% | $145,897-80.3% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 10.94% | 61.31%-50.4pp | 64.84%-53.9pp | 552.29%-541.3pp |
| Employer contribution / active EE | $770 | $5,315-85.5% | $4,675-83.5% | $4,663-83.5% |
| Participant deferral / active EE | $7,636 | $6,467+18.1% | $5,631+35.6% | $6,689+14.2% |
| Admin fee / account holder | $4,152 | $19,275-78.5% | $15,885-73.9% | $13,390-69.0% |