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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 | $47,398 | $156,398-69.7% | $147,318-67.8% | $138,895-65.9% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 79.9%-9.9pp |
| Annual return | 14.85% | 78.75%-63.9pp | 70.43%-55.6pp | 145.39%-130.5pp |
| Employer contribution / active EE | $353 | $4,853-92.7% | $4,593-92.3% | $4,194-91.6% |
| Participant deferral / active EE | $9,504 | $8,237+15.4% | $7,906+20.2% | $6,396+48.6% |
| Admin fee / account holder | $11,937 | $14,976-20.3% | $13,708-12.9% | $12,562-5.0% |