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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 | $118,510 | $165,381-28.3% | $149,730-20.9% | $158,966-25.4% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 12.72% | 348.29%-335.6pp | 276.70%-264.0pp | 302.95%-290.2pp |
| Employer contribution / active EE | $836 | $5,104-83.6% | $4,645-82.0% | $4,762-82.4% |
| Participant deferral / active EE | $3,346 | $7,182-53.4% | $6,843-51.1% | $5,983-44.1% |
| Admin fee / account holder | $11,464 | $10,809+6.1% | $9,310+23.1% | $11,250+1.9% |