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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 | $122,417 | $160,040-23.5% | $147,096-16.8% | $145,877-16.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.98% | 98.49%-87.5pp | 419.75%-408.8pp | 551.28%-540.3pp |
| Employer contribution / active EE | $670 | $5,289-87.3% | $4,936-86.4% | $4,663-85.6% |
| Participant deferral / active EE | $11,957 | $8,429+41.9% | $8,071+48.1% | $6,691+78.7% |
| Admin fee / account holder | $585 | $15,050-96.1% | $13,005-95.5% | $13,402-95.6% |