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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 | $124,378 | $201,344-38.2% | $184,243-32.5% | $145,877-14.7% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 14.01% | 29.01%-15.0pp | 28.82%-14.8pp | 551.28%-537.3pp |
| Employer contribution / active EE | $1,444 | $7,022-79.4% | $6,427-77.5% | $4,663-69.0% |
| Participant deferral / active EE | $11,047 | $9,807+12.6% | $9,132+21.0% | $6,691+65.1% |
| Admin fee / account holder | $3,805 | $16,382-76.8% | $13,914-72.7% | $13,402-71.6% |