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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 | $174,379-85.0% | $152,093-82.8% | $138,895-81.1% |
| Participation rate | 73.3% | 81.6%-8.3pp | 77.8%-4.4pp | 79.9%-6.6pp |
| Annual return | 23.69% | 74.86%-51.2pp | 66.36%-42.7pp | 145.39%-121.7pp |
| Employer contribution / active EE | $715 | $4,652-84.6% | $4,175-82.9% | $4,194-83.0% |
| Participant deferral / active EE | $2,480 | $6,159-59.7% | $5,451-54.5% | $6,396-61.2% |
| Admin fee / account holder | $707 | $16,880-95.8% | $14,497-95.1% | $12,562-94.4% |