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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 | $70,561 | $135,956-48.1% | $123,894-43.0% | $273,972-74.2% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 10.72% | 56.63%-45.9pp | 47.52%-36.8pp | 41.46%-30.7pp |
| Employer contribution / active EE | $823 | $5,170-84.1% | $4,617-82.2% | $4,869-83.1% |
| Participant deferral / active EE | $3,018 | $6,343-52.4% | $5,984-49.6% | $5,287-42.9% |
| Admin fee / account holder | $8,668 | $9,817-11.7% | $8,357+3.7% | $10,133-14.5% |