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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 | $54,254 | $92,798-41.5% | $96,707-43.9% | $137,256-60.5% |
| Participation rate | 83.3% | 81.6%+1.7pp | 80.4%+3.0pp | 80.0%+3.4pp |
| Annual return | 23.28% | 31.24%-8.0pp | 34.78%-11.5pp | 220.34%-197.1pp |
| Employer contribution / active EE | $960 | $4,147-76.8% | $4,191-77.1% | $4,156-76.9% |
| Participant deferral / active EE | $7,833 | $5,877+33.3% | $5,997+30.6% | $6,407+22.3% |
| Admin fee / account holder | $556 | $7,946-93.0% | $7,503-92.6% | $12,270-95.5% |