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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 | $201,344-75.1% | $184,243-72.8% | $145,877-65.6% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 10.37% | 29.01%-18.6pp | 28.82%-18.4pp | 551.28%-540.9pp |
| Employer contribution / active EE | $988 | $7,022-85.9% | $6,427-84.6% | $4,663-78.8% |
| Participant deferral / active EE | $3,213 | $9,807-67.2% | $9,132-64.8% | $6,691-52.0% |
| Admin fee / account holder | $19,443 | $16,382+18.7% | $13,914+39.7% | $13,402+45.1% |