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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 | $105,754 | $209,422-49.5% | $178,503-40.8% | $158,982-33.5% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 10.65% | 188.81%-178.2pp | 151.12%-140.5pp | 302.99%-292.3pp |
| Employer contribution / active EE | $628 | $5,707-89.0% | $5,011-87.5% | $4,763-86.8% |
| Participant deferral / active EE | $7,877 | $5,955+32.3% | $5,202+51.4% | $5,983+31.6% |
| Admin fee / account holder | $2,679 | $17,079-84.3% | $13,987-80.8% | $11,252-76.2% |