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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 | $112,741 | $165,381-31.8% | $149,730-24.7% | $158,966-29.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 10.07% | 348.29%-338.2pp | 276.70%-266.6pp | 302.95%-292.9pp |
| Employer contribution / active EE | $275 | $5,104-94.6% | $4,645-94.1% | $4,762-94.2% |
| Participant deferral / active EE | $2,754 | $7,182-61.7% | $6,843-59.8% | $5,983-54.0% |
| Admin fee / account holder | $6,580 | $10,809-39.1% | $9,310-29.3% | $11,250-41.5% |