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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 | $162,136-70.8% | $152,301-68.9% | $154,746-69.4% |
| Participation rate | 70.0% | 84.1%-14.1pp | 82.4%-12.4pp | 80.7%-10.7pp |
| Annual return | 14.85% | 91.02%-76.2pp | 80.50%-65.7pp | 172.34%-157.5pp |
| Employer contribution / active EE | $353 | $4,890-92.8% | $4,624-92.4% | $4,379-91.9% |
| Participant deferral / active EE | $9,504 | $8,341+13.9% | $8,004+18.7% | $6,730+41.2% |
| Admin fee / account holder | $11,937 | $15,759-24.3% | $14,398-17.1% | $14,365-16.9% |