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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 | $30,874 | $165,381-81.3% | $149,730-79.4% | $158,966-80.6% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 15.86% | 348.29%-332.4pp | 276.70%-260.8pp | 302.95%-287.1pp |
| Employer contribution / active EE | $759 | $5,104-85.1% | $4,645-83.7% | $4,762-84.1% |
| Participant deferral / active EE | $6,542 | $7,182-8.9% | $6,843-4.4% | $5,983+9.3% |
| Admin fee / account holder | $11,399 | $10,809+5.5% | $9,310+22.4% | $11,250+1.3% |