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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 | $156,398-70.5% | $147,318-68.7% | $138,895-66.8% |
| Participation rate | 72.2% | 83.8%-11.5pp | 82.1%-9.8pp | 79.9%-7.7pp |
| Annual return | 12.44% | 78.75%-66.3pp | 70.43%-58.0pp | 145.39%-133.0pp |
| Employer contribution / active EE | $350 | $4,853-92.8% | $4,593-92.4% | $4,194-91.7% |
| Participant deferral / active EE | $4,733 | $8,237-42.5% | $7,906-40.1% | $6,396-26.0% |
| Admin fee / account holder | $46,857 | $14,976+212.9% | $13,708+241.8% | $12,562+273.0% |