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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 | $50,165 | $201,370-75.1% | $184,256-72.8% | $145,897-65.6% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 10.37% | 29.05%-18.7pp | 28.85%-18.5pp | 552.29%-541.9pp |
| Employer contribution / active EE | $988 | $7,024-85.9% | $6,427-84.6% | $4,663-78.8% |
| Participant deferral / active EE | $3,213 | $9,808-67.2% | $9,133-64.8% | $6,689-52.0% |
| Admin fee / account holder | $19,443 | $16,364+18.8% | $13,899+39.9% | $13,390+45.2% |