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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 | $44,159 | $165,361-73.3% | $149,715-70.5% | $158,950-72.2% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 17.46% | 348.24%-330.8pp | 276.66%-259.2pp | 302.91%-285.4pp |
| Employer contribution / active EE | $433 | $5,103-91.5% | $4,645-90.7% | $4,762-90.9% |
| Participant deferral / active EE | $5,268 | $7,182-26.7% | $6,842-23.0% | $5,983-12.0% |
| Admin fee / account holder | $1,049 | $10,808-90.3% | $9,310-88.7% | $11,248-90.7% |