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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 | $88,704 | $165,399-46.4% | $149,745-40.8% | $158,982-44.2% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 10.41% | 348.34%-337.9pp | 276.72%-266.3pp | 302.99%-292.6pp |
| Employer contribution / active EE | $805 | $5,105-84.2% | $4,646-82.7% | $4,763-83.1% |
| Participant deferral / active EE | $4,513 | $7,183-37.2% | $6,843-34.0% | $5,983-24.6% |
| Admin fee / account holder | $1,833 | $10,811-83.0% | $9,312-80.3% | $11,252-83.7% |