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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 | $183,592-39.7% | $155,567-28.9% | $145,959-24.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.57% | 61.24%-48.7pp | 64.74%-52.2pp | 561.95%-549.4pp |
| Employer contribution / active EE | $512 | $5,315-90.4% | $4,674-89.0% | $4,661-89.0% |
| Participant deferral / active EE | $3,205 | $6,464-50.4% | $5,628-43.1% | $6,689-52.1% |
| Admin fee / account holder | $461 | $19,318-97.6% | $15,916-97.1% | $13,398-96.6% |