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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 | $118,211 | $87,733+34.7% | $106,551+10.9% | $85,856+37.7% |
| Participation rate | 86.8% | 71.9%+14.9pp | 76.1%+10.7pp | 69.3%+17.5pp |
| Annual return | 12.37% | 21.86%-9.5pp | 26.80%-14.4pp | 318.58%-306.2pp |
| Employer contribution / active EE | $407 | $2,073-80.4% | $2,819-85.6% | $2,565-84.1% |
| Participant deferral / active EE | $1,964 | $3,469-43.4% | $4,398-55.3% | $3,952-50.3% |
| Admin fee / account holder | $1,654 | $6,767-75.6% | $7,408-77.7% | $6,261-73.6% |