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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 | $27,377 | $183,592-85.1% | $155,567-82.4% | $145,959-81.2% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 24.53% | 61.24%-36.7pp | 64.74%-40.2pp | 561.95%-537.4pp |
| Employer contribution / active EE | $436 | $5,315-91.8% | $4,674-90.7% | $4,661-90.7% |
| Participant deferral / active EE | $6,698 | $6,464+3.6% | $5,628+19.0% | $6,689+0.1% |
| Admin fee / account holder | $868 | $19,318-95.5% | $15,916-94.5% | $13,398-93.5% |