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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 | $53,522 | $166,268-67.8% | $165,100-67.6% | $145,897-63.3% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.6pp |
| Annual return | 11.84% | 100.52%-88.7pp | 70.21%-58.4pp | 552.29%-540.5pp |
| Employer contribution / active EE | $845 | $5,284-84.0% | $4,348-80.6% | $4,663-81.9% |
| Participant deferral / active EE | $7,287 | $6,964+4.6% | $6,035+20.7% | $6,689+8.9% |
| Admin fee / account holder | $25,485 | $16,659+53.0% | $12,696+100.7% | $13,390+90.3% |