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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 | $183,516-86.0% | $155,534-83.5% | $145,884-82.4% |
| Participation rate | 88.2% | 82.7%+5.5pp | 78.2%+10.0pp | 80.3%+7.9pp |
| Annual return | 12.25% | 61.43%-49.2pp | 64.92%-52.7pp | 551.85%-539.6pp |
| Employer contribution / active EE | $839 | $5,315-84.2% | $4,675-82.1% | $4,662-82.0% |
| Participant deferral / active EE | $2,397 | $6,467-62.9% | $5,630-57.4% | $6,690-64.2% |
| Admin fee / account holder | $1,005 | $19,293-94.8% | $15,900-93.7% | $13,392-92.5% |