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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 | $83,019 | $171,272-51.5% | $127,803-35.0% | $152,897-45.7% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.0%-4.0pp | 82.5%-7.5pp |
| Annual return | 18.45% | 23.54%-5.1pp | 26.14%-7.7pp | 345.43%-327.0pp |
| Employer contribution / active EE | $1,128 | $5,451-79.3% | $4,576-75.4% | $4,764-76.3% |
| Participant deferral / active EE | $3,447 | $7,043-51.1% | $6,023-42.8% | $5,851-41.1% |
| Admin fee / account holder | $13,644 | $14,540-6.2% | $9,399+45.2% | $11,599+17.6% |