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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 | $25,389 | $183,516-86.2% | $155,534-83.7% | $145,884-82.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 21.89% | 61.43%-39.5pp | 64.92%-43.0pp | 551.85%-530.0pp |
| Employer contribution / active EE | $826 | $5,315-84.5% | $4,675-82.3% | $4,662-82.3% |
| Participant deferral / active EE | $5,464 | $6,467-15.5% | $5,630-3.0% | $6,690-18.3% |
| Admin fee / account holder | $556 | $19,293-97.1% | $15,900-96.5% | $13,392-95.8% |