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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 | $125,404 | $171,492-26.9% | $150,734-16.8% | $198,609-36.9% |
| Participation rate | 83.3% | 81.4%+1.9pp | 78.4%+4.9pp | 82.4%+1.0pp |
| Annual return | 15.73% | 804.70%-789.0pp | 600.81%-585.1pp | 202.70%-187.0pp |
| Employer contribution / active EE | $1,352 | $5,470-75.3% | $4,918-72.5% | $5,055-73.3% |
| Participant deferral / active EE | $8,243 | $6,259+31.7% | $5,610+46.9% | $6,977+18.2% |
| Admin fee / account holder | $628 | $17,628-96.4% | $14,905-95.8% | $19,030-96.7% |