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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 | $34,309 | $157,276-78.2% | $141,177-75.7% | $152,885-77.6% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 16.06% | 64.33%-48.3pp | 71.40%-55.3pp | 345.39%-329.3pp |
| Employer contribution / active EE | $804 | $5,262-84.7% | $4,736-83.0% | $4,763-83.1% |
| Participant deferral / active EE | $2,785 | $7,110-60.8% | $6,710-58.5% | $5,851-52.4% |
| Admin fee / account holder | $1,396 | $12,123-88.5% | $10,263-86.4% | $11,598-88.0% |