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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 | $99,842 | $201,370-50.4% | $184,256-45.8% | $145,897-31.6% |
| Participation rate | 70.0% | 87.5%-17.5pp | 86.8%-16.8pp | 80.3%-10.3pp |
| Annual return | 11.77% | 29.05%-17.3pp | 28.85%-17.1pp | 552.29%-540.5pp |
| Employer contribution / active EE | $827 | $7,024-88.2% | $6,427-87.1% | $4,663-82.3% |
| Participant deferral / active EE | $9,796 | $9,808-0.1% | $9,133+7.3% | $6,689+46.4% |
| Admin fee / account holder | $1,906 | $16,364-88.4% | $13,899-86.3% | $13,390-85.8% |