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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 | $159,313 | $154,228+3.3% | $145,433+9.5% | $137,256+16.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.20% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $826 | $4,804-82.8% | $4,554-81.9% | $4,156-80.1% |
| Participant deferral / active EE | $4,788 | $8,216-41.7% | $7,897-39.4% | $6,407-25.3% |
| Admin fee / account holder | $1,085 | $14,344-92.4% | $13,129-91.7% | $12,270-91.2% |