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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 | $110,677 | $183,516-39.7% | $155,534-28.8% | $145,884-24.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.57% | 61.43%-48.9pp | 64.92%-52.4pp | 551.85%-539.3pp |
| Employer contribution / active EE | $512 | $5,315-90.4% | $4,675-89.0% | $4,662-89.0% |
| Participant deferral / active EE | $3,205 | $6,467-50.4% | $5,630-43.1% | $6,690-52.1% |
| Admin fee / account holder | $461 | $19,293-97.6% | $15,900-97.1% | $13,392-96.6% |