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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 | $155,555-77.2% | $146,866-75.8% | $155,188-77.1% |
| Participation rate | 76.9% | 84.0%-7.0pp | 82.5%-5.6pp | 80.8%-3.9pp |
| Annual return | 18.65% | 115.41%-96.8pp | 102.85%-84.2pp | 148.84%-130.2pp |
| Employer contribution / active EE | $509 | $4,647-89.0% | $4,425-88.5% | $4,248-88.0% |
| Participant deferral / active EE | $2,999 | $8,044-62.7% | $7,759-61.3% | $6,531-54.1% |
| Admin fee / account holder | $1,891 | $14,755-87.2% | $13,620-86.1% | $14,480-86.9% |