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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 | $42,021 | $165,381-74.6% | $149,730-71.9% | $158,966-73.6% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 9.74% | 348.29%-338.6pp | 276.70%-267.0pp | 302.95%-293.2pp |
| Employer contribution / active EE | $318 | $5,104-93.8% | $4,645-93.1% | $4,762-93.3% |
| Participant deferral / active EE | $3,084 | $7,182-57.1% | $6,843-54.9% | $5,983-48.5% |
| Admin fee / account holder | $2,818 | $10,809-73.9% | $9,310-69.7% | $11,250-74.9% |