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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 | $100,401 | $110,410-9.1% | $102,437-2.0% | $145,897-31.2% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 16.08% | 24.85%-8.8pp | 24.95%-8.9pp | 552.29%-536.2pp |
| Employer contribution / active EE | $844 | $4,217-80.0% | $3,871-78.2% | $4,663-81.9% |
| Participant deferral / active EE | $3,659 | $5,622-34.9% | $5,060-27.7% | $6,689-45.3% |
| Admin fee / account holder | $2,219 | $9,745-77.2% | $8,388-73.5% | $13,390-83.4% |