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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 | $56,693 | $167,362-66.1% | $143,799-60.6% | $134,532-57.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | 49.35% | 0.47%+48.9pp | -0.04%+49.4pp | 418.27%-368.9pp |
| Employer contribution / active EE | $539 | $5,620-90.4% | $4,952-89.1% | $4,741-88.6% |
| Participant deferral / active EE | $6,807 | $6,447+5.6% | $5,638+20.7% | $6,401+6.4% |
| Admin fee / account holder | $6,983 | $18,094-61.4% | $14,677-52.4% | $11,429-38.9% |