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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 | $183,539-78.6% | $155,556-74.8% | $145,897-73.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 72.44% | 61.31%+11.1pp | 64.84%+7.6pp | 552.29%-479.9pp |
| Employer contribution / active EE | $981 | $5,315-81.6% | $4,675-79.0% | $4,663-79.0% |
| Participant deferral / active EE | $6,472 | $6,467+0.1% | $5,631+14.9% | $6,689-3.2% |
| Admin fee / account holder | $17,357 | $19,275-9.9% | $15,885+9.3% | $13,390+29.6% |