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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 | $40,582 | $183,539-77.9% | $155,556-73.9% | $145,897-72.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 10.22% | 61.31%-51.1pp | 64.84%-54.6pp | 552.29%-542.1pp |
| Employer contribution / active EE | $644 | $5,315-87.9% | $4,675-86.2% | $4,663-86.2% |
| Participant deferral / active EE | $2,094 | $6,467-67.6% | $5,631-62.8% | $6,689-68.7% |
| Admin fee / account holder | $33,872 | $19,275+75.7% | $15,885+113.2% | $13,390+153.0% |