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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 | $179,722 | $165,381+8.7% | $149,730+20.0% | $158,966+13.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 65.85% | 348.29%-282.4pp | 276.70%-210.8pp | 302.95%-237.1pp |
| Employer contribution / active EE | $773 | $5,104-84.8% | $4,645-83.4% | $4,762-83.8% |
| Participant deferral / active EE | $9,667 | $7,182+34.6% | $6,843+41.3% | $5,983+61.6% |
| Admin fee / account holder | $540 | $10,809-95.0% | $9,310-94.2% | $11,250-95.2% |