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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 | $171,116 | $162,136+5.5% | $152,301+12.4% | $154,746+10.6% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 15.90% | 91.02%-75.1pp | 80.50%-64.6pp | 172.34%-156.4pp |
| Employer contribution / active EE | $100 | $4,890-98.0% | $4,624-97.8% | $4,379-97.7% |
| Participant deferral / active EE | $14,324 | $8,341+71.7% | $8,004+79.0% | $6,730+112.8% |
| Admin fee / account holder | $313 | $15,759-98.0% | $14,398-97.8% | $14,365-97.8% |