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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 | $120,448 | $156,398-23.0% | $147,318-18.2% | $138,895-13.3% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 29.27% | 78.75%-49.5pp | 70.43%-41.2pp | 145.39%-116.1pp |
| Employer contribution / active EE | $508 | $4,853-89.5% | $4,593-88.9% | $4,194-87.9% |
| Participant deferral / active EE | $5,291 | $8,237-35.8% | $7,906-33.1% | $6,396-17.3% |
| Admin fee / account holder | $4,562 | $14,976-69.5% | $13,708-66.7% | $12,562-63.7% |