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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 | $183,627-78.7% | $155,602-74.8% | $145,978-73.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 72.44% | 61.32%+11.1pp | 64.81%+7.6pp | 550.52%-478.1pp |
| Employer contribution / active EE | $981 | $5,316-81.6% | $4,675-79.0% | $4,662-79.0% |
| Participant deferral / active EE | $6,472 | $6,466+0.1% | $5,629+15.0% | $6,690-3.2% |
| Admin fee / account holder | $17,357 | $19,327-10.2% | $15,923+9.0% | $13,400+29.5% |