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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 | $73,949 | $118,496-37.6% | $98,461-24.9% | $139,466-47.0% |
| Participation rate | 70.6% | 77.5%-6.9pp | 75.2%-4.6pp | 80.3%-9.7pp |
| Annual return | 10.51% | 18.96%-8.5pp | 21.17%-10.7pp | 373.66%-363.2pp |
| Employer contribution / active EE | $649 | $3,611-82.0% | $3,049-78.7% | $4,754-86.3% |
| Participant deferral / active EE | $2,501 | $5,393-53.6% | $4,738-47.2% | $6,712-62.7% |
| Admin fee / account holder | $2,412 | $14,056-82.8% | $8,961-73.1% | $11,409-78.9% |