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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 | $24,845 | $174,379-85.8% | $152,093-83.7% | $138,895-82.1% |
| Participation rate | 84.6% | 81.6%+3.0pp | 77.8%+6.8pp | 79.9%+4.7pp |
| Annual return | 19.44% | 74.86%-55.4pp | 66.36%-46.9pp | 145.39%-126.0pp |
| Employer contribution / active EE | $855 | $4,652-81.6% | $4,175-79.5% | $4,194-79.6% |
| Participant deferral / active EE | $10,263 | $6,159+66.6% | $5,451+88.3% | $6,396+60.5% |
| Admin fee / account holder | $30,421 | $16,880+80.2% | $14,497+109.8% | $12,562+142.2% |