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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 | $104,259 | $135,956-23.3% | $123,894-15.8% | $273,972-61.9% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 9.13% | 56.63%-47.5pp | 47.52%-38.4pp | 41.46%-32.3pp |
| Employer contribution / active EE | $710 | $5,170-86.3% | $4,617-84.6% | $4,869-85.4% |
| Participant deferral / active EE | $16,362 | $6,343+158.0% | $5,984+173.4% | $5,287+209.5% |
| Admin fee / account holder | $7,161 | $9,817-27.1% | $8,357-14.3% | $10,133-29.3% |