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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 | $138,224 | $157,304-12.1% | $141,197-2.1% | $152,909-9.6% |
| Participation rate | 84.2% | 84.8%-0.6pp | 82.5%+1.7pp | 82.5%+1.8pp |
| Annual return | 25.34% | 64.34%-39.0pp | 71.41%-46.1pp | 345.46%-320.1pp |
| Employer contribution / active EE | $126 | $5,263-97.6% | $4,736-97.3% | $4,764-97.3% |
| Participant deferral / active EE | $16,821 | $7,111+136.5% | $6,710+150.7% | $5,851+187.5% |
| Admin fee / account holder | $6,726 | $12,126-44.5% | $10,265-34.5% | $11,601-42.0% |