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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 | $65,306 | $127,387-48.7% | $115,038-43.2% | $125,389-47.9% |
| Participation rate | 90.0% | 84.2%+5.8pp | 81.4%+8.6pp | 83.2%+6.8pp |
| Annual return | 1.31% | 31.28%-30.0pp | 26.14%-24.8pp | 282.24%-280.9pp |
| Employer contribution / active EE | $779 | $5,166-84.9% | $4,608-83.1% | $4,866-84.0% |
| Participant deferral / active EE | $3,128 | $6,423-51.3% | $6,026-48.1% | $5,352-41.6% |
| Admin fee / account holder | $19,077 | $9,516+100.5% | $8,175+133.4% | $9,541+100.0% |