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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 | $58,652 | $209,422-72.0% | $178,503-67.1% | $158,982-63.1% |
| Participation rate | 95.2% | 86.4%+8.9pp | 81.9%+13.3pp | 82.0%+13.3pp |
| Annual return | 12.24% | 188.81%-176.6pp | 151.12%-138.9pp | 302.99%-290.8pp |
| Employer contribution / active EE | $921 | $5,707-83.9% | $5,011-81.6% | $4,763-80.7% |
| Participant deferral / active EE | $4,035 | $5,955-32.2% | $5,202-22.4% | $5,983-32.6% |
| Admin fee / account holder | $12,496 | $17,079-26.8% | $13,987-10.7% | $11,252+11.1% |