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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 | $41,488 | $185,856-77.7% | $170,028-75.6% | $139,456-70.3% |
| Participation rate | 84.6% | 87.8%-3.1pp | 87.0%-2.4pp | 80.3%+4.3pp |
| Annual return | 16.27% | 60.52%-44.3pp | 53.39%-37.1pp | 373.45%-357.2pp |
| Employer contribution / active EE | $36 | $7,593-99.5% | $6,788-99.5% | $4,753-99.2% |
| Participant deferral / active EE | $3,348 | $11,623-71.2% | $10,409-67.8% | $6,711-50.1% |
| Admin fee / account holder | $3,901 | $15,387-74.6% | $12,820-69.6% | $11,407-65.8% |