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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 | $39,192 | $183,592-78.7% | $155,567-74.8% | $145,959-73.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 72.44% | 61.24%+11.2pp | 64.74%+7.7pp | 561.95%-489.5pp |
| Employer contribution / active EE | $981 | $5,315-81.5% | $4,674-79.0% | $4,661-79.0% |
| Participant deferral / active EE | $6,472 | $6,464+0.1% | $5,628+15.0% | $6,689-3.2% |
| Admin fee / account holder | $17,357 | $19,318-10.2% | $15,916+9.1% | $13,398+29.6% |