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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 | $29,518 | $162,136-81.8% | $152,301-80.6% | $154,746-80.9% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 16.93% | 91.02%-74.1pp | 80.50%-63.6pp | 172.34%-155.4pp |
| Employer contribution / active EE | $450 | $4,890-90.8% | $4,624-90.3% | $4,379-89.7% |
| Participant deferral / active EE | $4,091 | $8,341-50.9% | $8,004-48.9% | $6,730-39.2% |
| Admin fee / account holder | $1,139 | $15,759-92.8% | $14,398-92.1% | $14,365-92.1% |