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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 | $157,304-24.1% | $141,197-15.5% | $152,909-21.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 23.50% | 64.34%-40.8pp | 71.41%-47.9pp | 345.46%-322.0pp |
| Employer contribution / active EE | $839 | $5,263-84.1% | $4,736-82.3% | $4,764-82.4% |
| Participant deferral / active EE | $2,637 | $7,111-62.9% | $6,710-60.7% | $5,851-54.9% |
| Admin fee / account holder | $1,064 | $12,126-91.2% | $10,265-89.6% | $11,601-90.8% |