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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 | $53,674 | $183,592-70.8% | $155,574-65.5% | $145,877-63.2% |
| Participation rate | 77.3% | 82.7%-5.4pp | 78.2%-0.9pp | 80.3%-3.0pp |
| Annual return | 16.52% | 61.37%-44.9pp | 64.87%-48.4pp | 551.28%-534.8pp |
| Employer contribution / active EE | $184 | $5,317-96.5% | $4,676-96.1% | $4,663-96.1% |
| Participant deferral / active EE | $11,657 | $6,466+80.3% | $5,629+107.1% | $6,691+74.2% |
| Admin fee / account holder | $537 | $19,316-97.2% | $15,914-96.6% | $13,402-96.0% |