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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 | $24,951 | $107,353-76.8% | $92,903-73.1% | $152,885-83.7% |
| Participation rate | 86.7% | 79.8%+6.9pp | 76.0%+10.7pp | 82.5%+4.2pp |
| Annual return | 21.93% | 145.62%-123.7pp | 109.43%-87.5pp | 345.39%-323.5pp |
| Employer contribution / active EE | $353 | $4,222-91.6% | $3,653-90.3% | $4,763-92.6% |
| Participant deferral / active EE | $1,694 | $4,848-65.1% | $4,238-60.0% | $5,851-71.1% |
| Admin fee / account holder | $1,395 | $7,081-80.3% | $5,795-75.9% | $11,598-88.0% |