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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 | $121,566 | $166,089-26.8% | $164,928-26.3% | $145,978-16.7% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.6%-8.6pp | 80.3%-10.3pp |
| Annual return | 13.27% | 100.26%-87.0pp | 70.08%-56.8pp | 550.52%-537.3pp |
| Employer contribution / active EE | $1,052 | $5,276-80.1% | $4,343-75.8% | $4,662-77.4% |
| Participant deferral / active EE | $2,160 | $6,961-69.0% | $6,034-64.2% | $6,690-67.7% |
| Admin fee / account holder | $7,509 | $16,641-54.9% | $12,684-40.8% | $13,400-44.0% |