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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 | $57,183 | $183,539-68.8% | $155,556-63.2% | $145,897-60.8% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 11.60% | 61.31%-49.7pp | 64.84%-53.2pp | 552.29%-540.7pp |
| Employer contribution / active EE | $998 | $5,315-81.2% | $4,675-78.6% | $4,663-78.6% |
| Participant deferral / active EE | $2,960 | $6,467-54.2% | $5,631-47.4% | $6,689-55.8% |
| Admin fee / account holder | $1,126 | $19,275-94.2% | $15,885-92.9% | $13,390-91.6% |