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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 | $103,528 | $154,228-32.9% | $145,433-28.8% | $137,256-24.6% |
| Participation rate | 76.9% | 83.8%-6.9pp | 82.1%-5.2pp | 80.0%-3.0pp |
| Annual return | 15.78% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $715 | $4,804-85.1% | $4,554-84.3% | $4,156-82.8% |
| Participant deferral / active EE | $10,250 | $8,216+24.8% | $7,897+29.8% | $6,407+60.0% |
| Admin fee / account holder | $18,129 | $14,344+26.4% | $13,129+38.1% | $12,270+47.8% |