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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 | $46,072 | $155,555-70.4% | $146,866-68.6% | $155,188-70.3% |
| Participation rate | 72.2% | 84.0%-11.7pp | 82.5%-10.3pp | 80.8%-8.6pp |
| Annual return | 12.44% | 115.41%-103.0pp | 102.85%-90.4pp | 148.84%-136.4pp |
| Employer contribution / active EE | $350 | $4,647-92.5% | $4,425-92.1% | $4,248-91.8% |
| Participant deferral / active EE | $4,733 | $8,044-41.2% | $7,759-39.0% | $6,531-27.5% |
| Admin fee / account holder | $46,857 | $14,755+217.6% | $13,620+244.0% | $14,480+223.6% |