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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 | $198,908 | $156,398+27.2% | $147,318+35.0% | $138,895+43.2% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 13.73% | 78.75%-65.0pp | 70.43%-56.7pp | 145.39%-131.7pp |
| Employer contribution / active EE | $904 | $4,853-81.4% | $4,593-80.3% | $4,194-78.4% |
| Participant deferral / active EE | $7,729 | $8,237-6.2% | $7,906-2.2% | $6,396+20.8% |
| Admin fee / account holder | $787 | $14,976-94.7% | $13,708-94.3% | $12,562-93.7% |