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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 | $39,516 | $223,823-82.3% | $211,142-81.3% | $154,746-74.5% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 12.66% | 50.39%-37.7pp | 46.84%-34.2pp | 172.34%-159.7pp |
| Employer contribution / active EE | $1,063 | $6,787-84.3% | $6,442-83.5% | $4,379-75.7% |
| Participant deferral / active EE | $6,275 | $9,750-35.6% | $9,284-32.4% | $6,730-6.8% |
| Admin fee / account holder | $7,768 | $19,707-60.6% | $19,076-59.3% | $14,365-45.9% |