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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 | $35,529 | $162,136-78.1% | $152,301-76.7% | $154,746-77.0% |
| Participation rate | 76.9% | 84.1%-7.2pp | 82.4%-5.5pp | 80.7%-3.8pp |
| Annual return | 18.65% | 91.02%-72.4pp | 80.50%-61.9pp | 172.34%-153.7pp |
| Employer contribution / active EE | $509 | $4,890-89.6% | $4,624-89.0% | $4,379-88.4% |
| Participant deferral / active EE | $2,999 | $8,341-64.0% | $8,004-62.5% | $6,730-55.4% |
| Admin fee / account holder | $1,891 | $15,759-88.0% | $14,398-86.9% | $14,365-86.8% |