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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 | $64,738 | $148,623-56.4% | $135,974-52.4% | $139,466-53.6% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 14.33% | 79.30%-65.0pp | 68.30%-54.0pp | 373.66%-359.3pp |
| Employer contribution / active EE | $635 | $5,246-87.9% | $4,859-86.9% | $4,754-86.6% |
| Participant deferral / active EE | $2,959 | $8,103-63.5% | $7,760-61.9% | $6,712-55.9% |
| Admin fee / account holder | $617 | $12,406-95.0% | $10,767-94.3% | $11,409-94.6% |