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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 | $10,005 | $97,765-89.8% | $103,486-90.3% | $145,884-93.1% |
| Participation rate | 76.5% | 81.1%-4.7pp | 80.5%-4.1pp | 80.3%-3.8pp |
| Annual return | 14.68% | 25.44%-10.8pp | 23.93%-9.2pp | 551.85%-537.2pp |
| Employer contribution / active EE | $546 | $4,687-88.3% | $4,679-88.3% | $4,662-88.3% |
| Participant deferral / active EE | $2,653 | $6,606-59.8% | $6,628-60.0% | $6,690-60.3% |
| Admin fee / account holder | $1,380 | $12,505-89.0% | $9,354-85.2% | $13,392-89.7% |