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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 | $125,497 | $227,399-44.8% | $189,758-33.9% | $198,609-36.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 79.8%-8.4pp | 82.4%-10.9pp |
| Annual return | 20.18% | 61.03%-40.9pp | 52.62%-32.4pp | 202.70%-182.5pp |
| Employer contribution / active EE | $1,465 | $5,526-73.5% | $4,767-69.3% | $5,055-71.0% |
| Participant deferral / active EE | $8,187 | $6,837+19.7% | $5,856+39.8% | $6,977+17.3% |
| Admin fee / account holder | $1,096 | $25,162-95.6% | $20,388-94.6% | $19,030-94.2% |