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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 | $56,023 | $254,759-78.0% | $216,567-74.1% | $198,609-71.8% |
| Participation rate | 80.0% | 84.5%-4.5pp | 81.6%-1.6pp | 82.4%-2.4pp |
| Annual return | 16.06% | 10.04%+6.0pp | 12.94%+3.1pp | 202.70%-186.6pp |
| Employer contribution / active EE | $1,401 | $6,096-77.0% | $5,216-73.1% | $5,055-72.3% |
| Participant deferral / active EE | $4,816 | $6,948-30.7% | $6,191-22.2% | $6,977-31.0% |
| Admin fee / account holder | $1,209 | $26,311-95.4% | $21,981-94.5% | $19,030-93.6% |