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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 | $99,348 | $198,462-49.9% | $170,439-41.7% | $147,585-32.7% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 9.84% | 257.30%-247.5pp | 205.94%-196.1pp | 578.58%-568.7pp |
| Employer contribution / active EE | $701 | $6,184-88.7% | $5,433-87.1% | $4,876-85.6% |
| Participant deferral / active EE | $5,960 | $5,629+5.9% | $4,939+20.7% | $5,439+9.6% |
| Admin fee / account holder | $1,479 | $16,852-91.2% | $13,881-89.3% | $10,886-86.4% |