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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 | $29,116 | $183,627-84.1% | $155,602-81.3% | $145,978-80.1% |
| Participation rate | 78.9% | 82.7%-3.7pp | 78.2%+0.7pp | 80.3%-1.3pp |
| Annual return | 14.02% | 61.32%-47.3pp | 64.81%-50.8pp | 550.52%-536.5pp |
| Employer contribution / active EE | $506 | $5,316-90.5% | $4,675-89.2% | $4,662-89.1% |
| Participant deferral / active EE | $2,293 | $6,466-64.5% | $5,629-59.3% | $6,690-65.7% |
| Admin fee / account holder | $505 | $19,327-97.4% | $15,923-96.8% | $13,400-96.2% |