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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 | $119,380 | $157,276-24.1% | $141,177-15.4% | $152,885-21.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 23.50% | 64.33%-40.8pp | 71.40%-47.9pp | 345.39%-321.9pp |
| Employer contribution / active EE | $839 | $5,262-84.1% | $4,736-82.3% | $4,763-82.4% |
| Participant deferral / active EE | $2,637 | $7,110-62.9% | $6,710-60.7% | $5,851-54.9% |
| Admin fee / account holder | $1,064 | $12,123-91.2% | $10,263-89.6% | $11,598-90.8% |