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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 | $78,976 | $174,379-54.7% | $152,093-48.1% | $138,895-43.1% |
| Participation rate | 77.8% | 81.6%-3.9pp | 77.8%0pp | 79.9%-2.1pp |
| Annual return | 13.22% | 74.86%-61.6pp | 66.36%-53.1pp | 145.39%-132.2pp |
| Employer contribution / active EE | $870 | $4,652-81.3% | $4,175-79.2% | $4,194-79.3% |
| Participant deferral / active EE | $6,367 | $6,159+3.4% | $5,451+16.8% | $6,396-0.5% |
| Admin fee / account holder | $18,929 | $16,880+12.1% | $14,497+30.6% | $12,562+50.7% |