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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 | $169,345 | $185,883-8.9% | $170,043-0.4% | $139,466+21.4% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 13.72% | 60.54%-46.8pp | 53.40%-39.7pp | 373.66%-359.9pp |
| Employer contribution / active EE | $928 | $7,596-87.8% | $6,790-86.3% | $4,754-80.5% |
| Participant deferral / active EE | $4,265 | $11,626-63.3% | $10,410-59.0% | $6,712-36.5% |
| Admin fee / account holder | $739 | $15,393-95.2% | $12,824-94.2% | $11,409-93.5% |