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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 | $181,038 | $127,387+42.1% | $115,038+57.4% | $125,389+44.4% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -1.30% | 31.28%-32.6pp | 26.14%-27.4pp | 282.24%-283.5pp |
| Employer contribution / active EE | $337 | $5,166-93.5% | $4,608-92.7% | $4,866-93.1% |
| Participant deferral / active EE | $9,823 | $6,423+52.9% | $6,026+63.0% | $5,352+83.5% |
| Admin fee / account holder | $1,179 | $9,516-87.6% | $8,175-85.6% | $9,541-87.6% |