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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 | $183,516-85.1% | $155,534-82.4% | $145,884-81.2% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 24.53% | 61.43%-36.9pp | 64.92%-40.4pp | 551.85%-527.3pp |
| Employer contribution / active EE | $436 | $5,315-91.8% | $4,675-90.7% | $4,662-90.7% |
| Participant deferral / active EE | $6,698 | $6,467+3.6% | $5,630+19.0% | $6,690+0.1% |
| Admin fee / account holder | $868 | $19,293-95.5% | $15,900-94.5% | $13,392-93.5% |