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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 | $101,672 | $165,399-38.5% | $149,745-32.1% | $158,982-36.0% |
| Participation rate | 70.6% | 84.6%-14.0pp | 82.5%-11.9pp | 82.0%-11.4pp |
| Annual return | 17.59% | 348.34%-330.7pp | 276.72%-259.1pp | 302.99%-285.4pp |
| Employer contribution / active EE | $566 | $5,105-88.9% | $4,646-87.8% | $4,763-88.1% |
| Participant deferral / active EE | $4,163 | $7,183-42.0% | $6,843-39.2% | $5,983-30.4% |
| Admin fee / account holder | $1,051 | $10,811-90.3% | $9,312-88.7% | $11,252-90.7% |