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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 | $59,887 | $181,896-67.1% | $156,551-61.7% | $273,972-78.1% |
| Participation rate | 78.6% | 88.4%-9.8pp | 84.0%-5.4pp | 83.0%-4.4pp |
| Annual return | 4.70% | 30.74%-26.0pp | 32.23%-27.5pp | 41.46%-36.8pp |
| Employer contribution / active EE | $719 | $6,248-88.5% | $5,501-86.9% | $4,869-85.2% |
| Participant deferral / active EE | $3,515 | $5,550-36.7% | $4,871-27.8% | $5,287-33.5% |
| Admin fee / account holder | $2,766 | $15,560-82.2% | $13,028-78.8% | $10,133-72.7% |