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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 | $42,400 | $227,399-81.4% | $189,758-77.7% | $198,609-78.7% |
| Participation rate | 91.7% | 84.0%+7.7pp | 79.8%+11.9pp | 82.4%+9.3pp |
| Annual return | 17.25% | 61.03%-43.8pp | 52.62%-35.4pp | 202.70%-185.4pp |
| Employer contribution / active EE | $1,382 | $5,526-75.0% | $4,767-71.0% | $5,055-72.7% |
| Participant deferral / active EE | $4,797 | $6,837-29.8% | $5,856-18.1% | $6,977-31.2% |
| Admin fee / account holder | $473 | $25,162-98.1% | $20,388-97.7% | $19,030-97.5% |