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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 | $43,061 | $174,379-75.3% | $152,093-71.7% | $138,895-69.0% |
| Participation rate | 88.9% | 81.6%+7.2pp | 77.8%+11.1pp | 79.9%+9.0pp |
| Annual return | 19.80% | 74.86%-55.1pp | 66.36%-46.6pp | 145.39%-125.6pp |
| Employer contribution / active EE | $645 | $4,652-86.1% | $4,175-84.5% | $4,194-84.6% |
| Participant deferral / active EE | $2,932 | $6,159-52.4% | $5,451-46.2% | $6,396-54.2% |
| Admin fee / account holder | $425 | $16,880-97.5% | $14,497-97.1% | $12,562-96.6% |