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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 | $43,298 | $93,345-53.6% | $119,126-63.7% | $87,485-50.5% |
| Participation rate | 81.5% | 68.7%+12.7pp | 75.8%+5.7pp | 68.9%+12.5pp |
| Annual return | 17.13% | 19.08%-1.9pp | 282.11%-265.0pp | 26.06%-8.9pp |
| Employer contribution / active EE | $171 | $3,172-94.6% | $4,034-95.8% | $2,596-93.4% |
| Participant deferral / active EE | $6,505 | $4,099+58.7% | $5,318+22.3% | $4,274+52.2% |
| Admin fee / account holder | $5,512 | $8,039-31.4% | $10,693-48.5% | $7,775-29.1% |