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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 | $32,493 | $185,312-82.5% | $161,489-79.9% | $154,746-79.0% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 12.29% | 103.84%-91.5pp | 89.72%-77.4pp | 172.34%-160.0pp |
| Employer contribution / active EE | $753 | $4,769-84.2% | $4,268-82.4% | $4,379-82.8% |
| Participant deferral / active EE | $3,047 | $6,350-52.0% | $5,630-45.9% | $6,730-54.7% |
| Admin fee / account holder | $3,841 | $18,654-79.4% | $16,006-76.0% | $14,365-73.3% |