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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 | $116,922 | $183,539-36.3% | $155,556-24.8% | $145,897-19.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 11.12% | 61.31%-50.2pp | 64.84%-53.7pp | 552.29%-541.2pp |
| Employer contribution / active EE | $899 | $5,315-83.1% | $4,675-80.8% | $4,663-80.7% |
| Participant deferral / active EE | $5,689 | $6,467-12.0% | $5,631+1.0% | $6,689-15.0% |
| Admin fee / account holder | $838 | $19,275-95.7% | $15,885-94.7% | $13,390-93.7% |