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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% | $155,574-82.4% | $145,877-81.2% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 24.53% | 61.37%-36.8pp | 64.87%-40.3pp | 551.28%-526.7pp |
| Employer contribution / active EE | $436 | $5,317-91.8% | $4,676-90.7% | $4,663-90.7% |
| Participant deferral / active EE | $6,698 | $6,466+3.6% | $5,629+19.0% | $6,691+0.1% |
| Admin fee / account holder | $868 | $19,316-95.5% | $15,914-94.5% | $13,402-93.5% |