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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 | $183,539-49.1% | $155,556-39.9% | $145,897-35.9% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 10.50% | 61.31%-50.8pp | 64.84%-54.3pp | 552.29%-541.8pp |
| Employer contribution / active EE | $548 | $5,315-89.7% | $4,675-88.3% | $4,663-88.3% |
| Participant deferral / active EE | $13,363 | $6,467+106.6% | $5,631+137.3% | $6,689+99.8% |
| Admin fee / account holder | $580 | $19,275-97.0% | $15,885-96.3% | $13,390-95.7% |