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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 | $84,078 | $157,276-46.5% | $141,177-40.4% | $152,885-45.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 17.26% | 64.33%-47.1pp | 71.40%-54.1pp | 345.39%-328.1pp |
| Employer contribution / active EE | $871 | $5,262-83.4% | $4,736-81.6% | $4,763-81.7% |
| Participant deferral / active EE | $3,180 | $7,110-55.3% | $6,710-52.6% | $5,851-45.6% |
| Admin fee / account holder | $529 | $12,123-95.6% | $10,263-94.8% | $11,598-95.4% |