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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 | $13,822 | $174,379-92.1% | $152,093-90.9% | $138,895-90.0% |
| Participation rate | 93.8% | 81.6%+12.1pp | 77.8%+16.0pp | 79.9%+13.8pp |
| Annual return | 130.15% | 74.86%+55.3pp | 66.36%+63.8pp | 145.39%-15.2pp |
| Employer contribution / active EE | $359 | $4,652-92.3% | $4,175-91.4% | $4,194-91.4% |
| Participant deferral / active EE | $3,433 | $6,159-44.3% | $5,451-37.0% | $6,396-46.3% |
| Admin fee / account holder | $589 | $16,880-96.5% | $14,497-95.9% | $12,562-95.3% |