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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 | $156,378 | $183,978-15.0% | $162,171-3.6% | $152,885+2.3% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.5%+3.3pp |
| Annual return | 23.43% | 150.78%-127.4pp | 115.60%-92.2pp | 345.39%-322.0pp |
| Employer contribution / active EE | $695 | $6,370-89.1% | $5,613-87.6% | $4,763-85.4% |
| Participant deferral / active EE | $4,663 | $8,033-41.9% | $7,297-36.1% | $5,851-20.3% |
| Admin fee / account holder | $8,451 | $13,122-35.6% | $10,843-22.1% | $11,598-27.1% |