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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 | $50,407 | $157,276-68.0% | $141,177-64.3% | $152,885-67.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 22.62% | 64.33%-41.7pp | 71.40%-48.8pp | 345.39%-322.8pp |
| Employer contribution / active EE | $914 | $5,262-82.6% | $4,736-80.7% | $4,763-80.8% |
| Participant deferral / active EE | $7,105 | $7,110-0.1% | $6,710+5.9% | $5,851+21.4% |
| Admin fee / account holder | $1,455 | $12,123-88.0% | $10,263-85.8% | $11,598-87.5% |