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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 | $181,062-82.1% | $158,223-79.5% | $155,188-79.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 12.29% | 57.39%-45.1pp | 52.09%-39.8pp | 148.84%-136.5pp |
| Employer contribution / active EE | $753 | $4,565-83.5% | $4,109-81.7% | $4,248-82.3% |
| Participant deferral / active EE | $3,047 | $6,134-50.3% | $5,467-44.3% | $6,531-53.3% |
| Admin fee / account holder | $3,841 | $18,825-79.6% | $16,047-76.1% | $14,480-73.5% |