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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 | $42,061 | $154,228-72.7% | $145,433-71.1% | $137,256-69.4% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 20.03% | 74.59%-54.6pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $66 | $4,804-98.6% | $4,554-98.6% | $4,156-98.4% |
| Participant deferral / active EE | $6,187 | $8,216-24.7% | $7,897-21.7% | $6,407-3.4% |
| Admin fee / account holder | $3,370 | $14,344-76.5% | $13,129-74.3% | $12,270-72.5% |