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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 | $93,498 | $183,627-49.1% | $155,602-39.9% | $145,978-36.0% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 10.50% | 61.32%-50.8pp | 64.81%-54.3pp | 550.52%-540.0pp |
| Employer contribution / active EE | $548 | $5,316-89.7% | $4,675-88.3% | $4,662-88.3% |
| Participant deferral / active EE | $13,363 | $6,466+106.7% | $5,629+137.4% | $6,690+99.8% |
| Admin fee / account holder | $580 | $19,327-97.0% | $15,923-96.4% | $13,400-95.7% |