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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 | $37,103 | $180,459-79.4% | $154,108-75.9% | $135,380-72.6% |
| Participation rate | 81.3% | 87.4%-6.2pp | 83.0%-1.8pp | 82.6%-1.4pp |
| Annual return | 6.24% | 888.21%-882.0pp | 735.21%-729.0pp | 519.81%-513.6pp |
| Employer contribution / active EE | $974 | $6,035-83.9% | $5,298-81.6% | $4,779-79.6% |
| Participant deferral / active EE | $2,798 | $5,806-51.8% | $5,081-44.9% | $5,609-50.1% |
| Admin fee / account holder | $614 | $16,145-96.2% | $13,411-95.4% | $10,828-94.3% |