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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 | $43,306 | $154,228-71.9% | $145,433-70.2% | $137,256-68.4% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 13.64% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $62 | $4,804-98.7% | $4,554-98.6% | $4,156-98.5% |
| Participant deferral / active EE | $10,940 | $8,216+33.1% | $7,897+38.5% | $6,407+70.8% |
| Admin fee / account holder | $20,902 | $14,344+45.7% | $13,129+59.2% | $12,270+70.4% |