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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 | $35,944 | $178,174-79.8% | $156,181-77.0% | $137,256-73.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 12.70% | 84.19%-71.5pp | 64.87%-52.2pp | 220.34%-207.6pp |
| Employer contribution / active EE | $914 | $4,972-81.6% | $4,294-78.7% | $4,156-78.0% |
| Participant deferral / active EE | $2,423 | $6,888-64.8% | $6,132-60.5% | $6,407-62.2% |
| Admin fee / account holder | $3,286 | $17,404-81.1% | $14,586-77.5% | $12,270-73.2% |