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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 | $133,585 | $157,304-15.1% | $141,197-5.4% | $152,909-12.6% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 15.88% | 64.34%-48.5pp | 71.41%-55.5pp | 345.46%-329.6pp |
| Employer contribution / active EE | $281 | $5,263-94.7% | $4,736-94.1% | $4,764-94.1% |
| Participant deferral / active EE | $5,772 | $7,111-18.8% | $6,710-14.0% | $5,851-1.4% |
| Admin fee / account holder | $11,064 | $12,126-8.8% | $10,265+7.8% | $11,601-4.6% |