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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 | $181,062-55.0% | $158,223-48.5% | $155,188-47.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 15.55% | 57.39%-41.8pp | 52.09%-36.5pp | 148.84%-133.3pp |
| Employer contribution / active EE | $447 | $4,565-90.2% | $4,109-89.1% | $4,248-89.5% |
| Participant deferral / active EE | $11,180 | $6,134+82.2% | $5,467+104.5% | $6,531+71.2% |
| Admin fee / account holder | $893 | $18,825-95.3% | $16,047-94.4% | $14,480-93.8% |