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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 | $116,729 | $174,379-33.1% | $152,093-23.3% | $138,895-16.0% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 15.14% | 74.86%-59.7pp | 66.36%-51.2pp | 145.39%-130.3pp |
| Employer contribution / active EE | $186 | $4,652-96.0% | $4,175-95.5% | $4,194-95.6% |
| Participant deferral / active EE | $3,118 | $6,159-49.4% | $5,451-42.8% | $6,396-51.3% |
| Admin fee / account holder | $1,102 | $16,880-93.5% | $14,497-92.4% | $12,562-91.2% |