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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 | $81,558 | $185,312-56.0% | $161,489-49.5% | $154,746-47.3% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 15.55% | 103.84%-88.3pp | 89.72%-74.2pp | 172.34%-156.8pp |
| Employer contribution / active EE | $447 | $4,769-90.6% | $4,268-89.5% | $4,379-89.8% |
| Participant deferral / active EE | $11,180 | $6,350+76.1% | $5,630+98.6% | $6,730+66.1% |
| Admin fee / account holder | $893 | $18,654-95.2% | $16,006-94.4% | $14,365-93.8% |