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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 | $45,536 | $181,896-75.0% | $156,551-70.9% | $273,972-83.4% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 11.31% | 30.74%-19.4pp | 32.23%-20.9pp | 41.46%-30.1pp |
| Employer contribution / active EE | $902 | $6,248-85.6% | $5,501-83.6% | $4,869-81.5% |
| Participant deferral / active EE | $3,589 | $5,550-35.3% | $4,871-26.3% | $5,287-32.1% |
| Admin fee / account holder | $698 | $15,560-95.5% | $13,028-94.6% | $10,133-93.1% |