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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 | $35,683 | $181,896-80.4% | $156,551-77.2% | $273,972-87.0% |
| Participation rate | 94.1% | 88.4%+5.7pp | 84.0%+10.1pp | 83.0%+11.1pp |
| Annual return | 6.79% | 30.74%-24.0pp | 32.23%-25.4pp | 41.46%-34.7pp |
| Employer contribution / active EE | $990 | $6,248-84.2% | $5,501-82.0% | $4,869-79.7% |
| Participant deferral / active EE | $4,701 | $5,550-15.3% | $4,871-3.5% | $5,287-11.1% |
| Admin fee / account holder | $398 | $15,560-97.4% | $13,028-96.9% | $10,133-96.1% |