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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 | $100,378 | $275,752-63.6% | $256,809-60.9% | $198,609-49.5% |
| Participation rate | 77.8% | 89.2%-11.4pp | 88.5%-10.8pp | 82.4%-4.6pp |
| Annual return | 9.45% | 34.81%-25.4pp | 32.73%-23.3pp | 202.70%-193.2pp |
| Employer contribution / active EE | $1,107 | $7,721-85.7% | $7,263-84.8% | $5,055-78.1% |
| Participant deferral / active EE | $5,200 | $10,037-48.2% | $9,520-45.4% | $6,977-25.5% |
| Admin fee / account holder | $44,320 | $25,716+72.3% | $25,146+76.2% | $19,030+132.9% |