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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 | $20,467 | $172,111-88.1% | $150,298-86.4% | $137,256-85.1% |
| Participation rate | 81.3% | 81.7%-0.5pp | 77.8%+3.5pp | 80.0%+1.3pp |
| Annual return | 20.52% | 69.37%-48.8pp | 62.79%-42.3pp | 220.34%-199.8pp |
| Employer contribution / active EE | $640 | $4,636-86.2% | $4,154-84.6% | $4,156-84.6% |
| Participant deferral / active EE | $5,079 | $6,166-17.6% | $5,453-6.9% | $6,407-20.7% |
| Admin fee / account holder | $8,963 | $16,471-45.6% | $14,116-36.5% | $12,270-26.9% |