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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 | $172,111-84.8% | $150,298-82.6% | $137,256-80.9% |
| Participation rate | 73.3% | 81.7%-8.4pp | 77.8%-4.4pp | 80.0%-6.6pp |
| Annual return | 23.69% | 69.37%-45.7pp | 62.79%-39.1pp | 220.34%-196.6pp |
| Employer contribution / active EE | $715 | $4,636-84.6% | $4,154-82.8% | $4,156-82.8% |
| Participant deferral / active EE | $2,480 | $6,166-59.8% | $5,453-54.5% | $6,407-61.3% |
| Admin fee / account holder | $707 | $16,471-95.7% | $14,116-95.0% | $12,270-94.2% |