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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 | $110,779 | $178,174-37.8% | $156,181-29.1% | $137,256-19.3% |
| Participation rate | 76.5% | 82.0%-5.6pp | 78.8%-2.4pp | 80.0%-3.5pp |
| Annual return | 14.42% | 84.19%-69.8pp | 64.87%-50.5pp | 220.34%-205.9pp |
| Employer contribution / active EE | $882 | $4,972-82.3% | $4,294-79.5% | $4,156-78.8% |
| Participant deferral / active EE | $4,804 | $6,888-30.3% | $6,132-21.7% | $6,407-25.0% |
| Admin fee / account holder | $6,454 | $17,404-62.9% | $14,586-55.8% | $12,270-47.4% |