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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 | $62,512 | $165,381-62.2% | $149,730-58.3% | $158,966-60.7% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 18.04% | 348.29%-330.3pp | 276.70%-258.7pp | 302.95%-284.9pp |
| Employer contribution / active EE | $784 | $5,104-84.6% | $4,645-83.1% | $4,762-83.5% |
| Participant deferral / active EE | $3,661 | $7,182-49.0% | $6,843-46.5% | $5,983-38.8% |
| Admin fee / account holder | $8,348 | $10,809-22.8% | $9,310-10.3% | $11,250-25.8% |