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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 | $97,044 | $197,625-50.9% | $177,840-45.4% | $158,966-39.0% |
| Participation rate | 87.0% | 88.5%-1.6pp | 87.7%-0.8pp | 82.0%+5.0pp |
| Annual return | 8.68% | 58.76%-50.1pp | 48.32%-39.6pp | 302.95%-294.3pp |
| Employer contribution / active EE | $322 | $6,698-95.2% | $5,919-94.6% | $4,762-93.2% |
| Participant deferral / active EE | $4,603 | $8,405-45.2% | $7,714-40.3% | $5,983-23.1% |
| Admin fee / account holder | $4,324 | $15,405-71.9% | $12,431-65.2% | $11,250-61.6% |