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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 | $154,228-77.0% | $145,433-75.6% | $137,256-74.1% |
| Participation rate | 76.9% | 83.8%-6.9pp | 82.1%-5.2pp | 80.0%-3.0pp |
| Annual return | 18.65% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $509 | $4,804-89.4% | $4,554-88.8% | $4,156-87.7% |
| Participant deferral / active EE | $2,999 | $8,216-63.5% | $7,897-62.0% | $6,407-53.2% |
| Admin fee / account holder | $1,891 | $14,344-86.8% | $13,129-85.6% | $12,270-84.6% |