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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 | $34,170 | $181,896-81.2% | $156,551-78.2% | $273,972-87.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 8.56% | 30.74%-22.2pp | 32.23%-23.7pp | 41.46%-32.9pp |
| Employer contribution / active EE | $1,100 | $6,248-82.4% | $5,501-80.0% | $4,869-77.4% |
| Participant deferral / active EE | $3,776 | $5,550-32.0% | $4,871-22.5% | $5,287-28.6% |
| Admin fee / account holder | $333 | $15,560-97.9% | $13,028-97.4% | $10,133-96.7% |