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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 | $129,850 | $154,228-15.8% | $145,433-10.7% | $137,256-5.4% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 26.06% | 74.59%-48.5pp | 66.58%-40.5pp | 220.34%-194.3pp |
| Employer contribution / active EE | $149 | $4,804-96.9% | $4,554-96.7% | $4,156-96.4% |
| Participant deferral / active EE | $10,317 | $8,216+25.6% | $7,897+30.6% | $6,407+61.0% |
| Admin fee / account holder | $9,311 | $14,344-35.1% | $13,129-29.1% | $12,270-24.1% |