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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 | $56,528 | $209,336-73.0% | $197,124-71.3% | $137,256-58.8% |
| Participation rate | 76.9% | 87.3%-10.4pp | 86.7%-9.8pp | 80.0%-3.0pp |
| Annual return | 17.67% | 48.09%-30.4pp | 44.34%-26.7pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,059 | $6,591-83.9% | $6,227-83.0% | $4,156-74.5% |
| Participant deferral / active EE | $4,404 | $9,614-54.2% | $9,135-51.8% | $6,407-31.3% |
| Admin fee / account holder | $600 | $17,308-96.5% | $16,298-96.3% | $12,270-95.1% |