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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 | $133,712 | $157,296-15.0% | $141,191-5.3% | $152,897-12.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 27.10% | 64.34%-37.2pp | 71.41%-44.3pp | 345.43%-318.3pp |
| Employer contribution / active EE | $303 | $5,262-94.2% | $4,736-93.6% | $4,764-93.6% |
| Participant deferral / active EE | $9,872 | $7,111+38.8% | $6,710+47.1% | $5,851+68.7% |
| Admin fee / account holder | $8,703 | $12,125-28.2% | $10,264-15.2% | $11,599-25.0% |