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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 | $90,126 | $157,276-42.7% | $141,177-36.2% | $152,885-41.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 32.68% | 64.33%-31.7pp | 71.40%-38.7pp | 345.39%-312.7pp |
| Employer contribution / active EE | $926 | $5,262-82.4% | $4,736-80.5% | $4,763-80.6% |
| Participant deferral / active EE | $11,059 | $7,110+55.5% | $6,710+64.8% | $5,851+89.0% |
| Admin fee / account holder | $2,296 | $12,123-81.1% | $10,263-77.6% | $11,598-80.2% |