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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 | $92,760 | $178,174-47.9% | $156,181-40.6% | $137,256-32.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 20.76% | 84.19%-63.4pp | 64.87%-44.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $709 | $4,972-85.7% | $4,294-83.5% | $4,156-82.9% |
| Participant deferral / active EE | $13,040 | $6,888+89.3% | $6,132+112.6% | $6,407+103.5% |
| Admin fee / account holder | $5,844 | $17,404-66.4% | $14,586-59.9% | $12,270-52.4% |