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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 | $166,131-67.8% | $164,975-67.6% | $145,877-63.3% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.6pp |
| Annual return | 11.84% | 100.37%-88.5pp | 70.12%-58.3pp | 551.28%-539.4pp |
| Employer contribution / active EE | $845 | $5,276-84.0% | $4,343-80.5% | $4,663-81.9% |
| Participant deferral / active EE | $7,287 | $6,962+4.7% | $6,033+20.8% | $6,691+8.9% |
| Admin fee / account holder | $25,485 | $16,648+53.1% | $12,688+100.9% | $13,402+90.2% |