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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 | $112,964 | $135,956-16.9% | $123,894-8.8% | $273,972-58.8% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 4.68% | 56.63%-51.9pp | 47.52%-42.8pp | 41.46%-36.8pp |
| Employer contribution / active EE | $398 | $5,170-92.3% | $4,617-91.4% | $4,869-91.8% |
| Participant deferral / active EE | $3,711 | $6,343-41.5% | $5,984-38.0% | $5,287-29.8% |
| Admin fee / account holder | $39,963 | $9,817+307.1% | $8,357+378.2% | $10,133+294.4% |