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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 | $31,223 | $166,131-81.2% | $164,975-81.1% | $145,877-78.6% |
| Participation rate | 76.9% | 82.0%-5.1pp | 78.6%-1.7pp | 80.3%-3.4pp |
| Annual return | 24.16% | 100.37%-76.2pp | 70.12%-46.0pp | 551.28%-527.1pp |
| Employer contribution / active EE | $870 | $5,276-83.5% | $4,343-80.0% | $4,663-81.3% |
| Participant deferral / active EE | $2,688 | $6,962-61.4% | $6,033-55.4% | $6,691-59.8% |
| Admin fee / account holder | $5,715 | $16,648-65.7% | $12,688-55.0% | $13,402-57.4% |