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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 | $164,421 | $157,296+4.5% | $141,191+16.5% | $152,897+7.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 18.28% | 64.34%-46.1pp | 71.41%-53.1pp | 345.43%-327.1pp |
| Employer contribution / active EE | $476 | $5,262-91.0% | $4,736-90.0% | $4,764-90.0% |
| Participant deferral / active EE | $11,673 | $7,111+64.2% | $6,710+74.0% | $5,851+99.5% |
| Admin fee / account holder | $18,527 | $12,125+52.8% | $10,264+80.5% | $11,599+59.7% |