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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 | $151,862 | $197,637-23.2% | $177,848-14.6% | $158,982-4.5% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 19.19% | 58.77%-39.6pp | 48.33%-29.1pp | 302.99%-283.8pp |
| Employer contribution / active EE | $748 | $6,698-88.8% | $5,919-87.4% | $4,763-84.3% |
| Participant deferral / active EE | $7,800 | $8,405-7.2% | $7,714+1.1% | $5,983+30.4% |
| Admin fee / account holder | $14,113 | $15,406-8.4% | $12,431+13.5% | $11,252+25.4% |