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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 | $46,588 | $53,837-13.5% | $75,714-38.5% | $85,847-45.7% |
| Participation rate | 92.5% | 69.1%+23.4pp | 74.8%+17.6pp | 69.3%+23.1pp |
| Annual return | 26.28% | 24.54%+1.7pp | 104.62%-78.3pp | 318.61%-292.3pp |
| Employer contribution / active EE | $156 | $2,017-92.3% | $2,744-94.3% | $2,565-93.9% |
| Participant deferral / active EE | $5,522 | $2,895+90.7% | $3,820+44.5% | $3,952+39.7% |
| Admin fee / account holder | $5,856 | $3,339+75.4% | $3,619+61.8% | $6,261-6.5% |