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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 | $25,673 | $183,592-86.0% | $155,567-83.5% | $145,959-82.4% |
| Participation rate | 88.2% | 82.7%+5.6pp | 78.2%+10.0pp | 80.3%+8.0pp |
| Annual return | 12.25% | 61.24%-49.0pp | 64.74%-52.5pp | 561.95%-549.7pp |
| Employer contribution / active EE | $839 | $5,315-84.2% | $4,674-82.1% | $4,661-82.0% |
| Participant deferral / active EE | $2,397 | $6,464-62.9% | $5,628-57.4% | $6,689-64.2% |
| Admin fee / account holder | $1,005 | $19,318-94.8% | $15,916-93.7% | $13,398-92.5% |