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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 | $40,875 | $172,111-76.3% | $150,298-72.8% | $137,256-70.2% |
| Participation rate | 95.2% | 81.7%+13.5pp | 77.8%+17.5pp | 80.0%+15.3pp |
| Annual return | 13.06% | 69.37%-56.3pp | 62.79%-49.7pp | 220.34%-207.3pp |
| Employer contribution / active EE | $680 | $4,636-85.3% | $4,154-83.6% | $4,156-83.6% |
| Participant deferral / active EE | $2,006 | $6,166-67.5% | $5,453-63.2% | $6,407-68.7% |
| Admin fee / account holder | $12,221 | $16,471-25.8% | $14,116-13.4% | $12,270-0.4% |