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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 | $26,213 | $185,312-85.9% | $161,489-83.8% | $154,746-83.1% |
| Participation rate | 73.3% | 82.5%-9.1pp | 78.7%-5.4pp | 80.7%-7.4pp |
| Annual return | 23.69% | 103.84%-80.1pp | 89.72%-66.0pp | 172.34%-148.6pp |
| Employer contribution / active EE | $715 | $4,769-85.0% | $4,268-83.3% | $4,379-83.7% |
| Participant deferral / active EE | $2,480 | $6,350-60.9% | $5,630-56.0% | $6,730-63.2% |
| Admin fee / account holder | $707 | $18,654-96.2% | $16,006-95.6% | $14,365-95.1% |