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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 | $56,590 | $154,159-63.3% | $130,026-56.5% | $139,456-59.4% |
| Participation rate | 87.0% | 82.0%+5.0pp | 78.5%+8.5pp | 80.3%+6.6pp |
| Annual return | 16.25% | 32.50%-16.3pp | -137.26%+153.5pp | 373.45%-357.2pp |
| Employer contribution / active EE | $525 | $5,292-90.1% | $4,321-87.8% | $4,753-88.9% |
| Participant deferral / active EE | $6,839 | $6,710+1.9% | $5,821+17.5% | $6,711+1.9% |
| Admin fee / account holder | $14,765 | $14,001+5.5% | $10,608+39.2% | $11,407+29.4% |