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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 | $22,039 | $103,392-78.7% | $87,104-74.7% | $152,897-85.6% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.9%+10.6pp | 82.5%+5.0pp |
| Annual return | 40.31% | 28.10%+12.2pp | 28.19%+12.1pp | 345.43%-305.1pp |
| Employer contribution / active EE | $454 | $3,221-85.9% | $2,521-82.0% | $4,764-90.5% |
| Participant deferral / active EE | $9,899 | $4,778+107.2% | $4,048+144.5% | $5,851+69.2% |
| Admin fee / account holder | $312 | $12,194-97.4% | $7,491-95.8% | $11,599-97.3% |