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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 | $56,822 | $157,296-63.9% | $141,191-59.8% | $152,897-62.8% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 35.50% | 64.34%-28.8pp | 71.41%-35.9pp | 345.43%-309.9pp |
| Employer contribution / active EE | $811 | $5,262-84.6% | $4,736-82.9% | $4,764-83.0% |
| Participant deferral / active EE | $5,273 | $7,111-25.9% | $6,710-21.4% | $5,851-9.9% |
| Admin fee / account holder | $507 | $12,125-95.8% | $10,264-95.1% | $11,599-95.6% |