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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 | $69,464 | $172,111-59.6% | $150,298-53.8% | $137,256-49.4% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 16.38% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $808 | $4,636-82.6% | $4,154-80.5% | $4,156-80.6% |
| Participant deferral / active EE | $2,396 | $6,166-61.1% | $5,453-56.1% | $6,407-62.6% |
| Admin fee / account holder | $1,459 | $16,471-91.1% | $14,116-89.7% | $12,270-88.1% |