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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 | $164,994 | $157,304+4.9% | $141,197+16.9% | $152,909+7.9% |
| Participation rate | 95.5% | 84.8%+10.6pp | 82.5%+13.0pp | 82.5%+13.0pp |
| Annual return | 21.73% | 64.34%-42.6pp | 71.41%-49.7pp | 345.46%-323.7pp |
| Employer contribution / active EE | $444 | $5,263-91.6% | $4,736-90.6% | $4,764-90.7% |
| Participant deferral / active EE | $10,371 | $7,111+45.8% | $6,710+54.6% | $5,851+77.2% |
| Admin fee / account holder | $667 | $12,126-94.5% | $10,265-93.5% | $11,601-94.2% |