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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 | $94,236 | $174,379-46.0% | $152,093-38.0% | $138,895-32.2% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 12.38% | 74.86%-62.5pp | 66.36%-54.0pp | 145.39%-133.0pp |
| Employer contribution / active EE | $730 | $4,652-84.3% | $4,175-82.5% | $4,194-82.6% |
| Participant deferral / active EE | $6,390 | $6,159+3.7% | $5,451+17.2% | $6,396-0.1% |
| Admin fee / account holder | $1,193 | $16,880-92.9% | $14,497-91.8% | $12,562-90.5% |