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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 | $112,565 | $135,956-17.2% | $123,894-9.1% | $273,972-58.9% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 7.34% | 56.63%-49.3pp | 47.52%-40.2pp | 41.46%-34.1pp |
| Employer contribution / active EE | $527 | $5,170-89.8% | $4,617-88.6% | $4,869-89.2% |
| Participant deferral / active EE | $10,686 | $6,343+68.5% | $5,984+78.6% | $5,287+102.1% |
| Admin fee / account holder | $57,735 | $9,817+488.1% | $8,357+590.8% | $10,133+469.8% |