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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 | $122,355 | $112,131+9.1% | $95,964+27.5% | $158,982-23.0% |
| Participation rate | 78.9% | 79.0%0pp | 77.1%+1.9pp | 82.0%-3.0pp |
| Annual return | 10.79% | 171.19%-160.4pp | 91.64%-80.9pp | 302.99%-292.2pp |
| Employer contribution / active EE | $391 | $3,199-87.8% | $2,541-84.6% | $4,763-91.8% |
| Participant deferral / active EE | $4,577 | $4,784-4.3% | $4,167+9.8% | $5,983-23.5% |
| Admin fee / account holder | $878 | $10,136-91.3% | $6,797-87.1% | $11,252-92.2% |