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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 | $60,610 | $199,109-69.6% | $173,730-65.1% | $154,746-60.8% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.6%+3.8pp | 80.7%+2.6pp |
| Annual return | 16.15% | 20.02%-3.9pp | 19.96%-3.8pp | 172.34%-156.2pp |
| Employer contribution / active EE | $830 | $5,311-84.4% | $4,577-81.9% | $4,379-81.1% |
| Participant deferral / active EE | $6,045 | $7,113-15.0% | $6,326-4.5% | $6,730-10.2% |
| Admin fee / account holder | $1,928 | $20,916-90.8% | $17,523-89.0% | $14,365-86.6% |