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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 | $155,538 | $157,304-1.1% | $141,197+10.2% | $152,909+1.7% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 23.02% | 64.34%-41.3pp | 71.41%-48.4pp | 345.46%-322.4pp |
| Employer contribution / active EE | $317 | $5,263-94.0% | $4,736-93.3% | $4,764-93.3% |
| Participant deferral / active EE | $10,552 | $7,111+48.4% | $6,710+57.3% | $5,851+80.3% |
| Admin fee / account holder | $2,081 | $12,126-82.8% | $10,265-79.7% | $11,601-82.1% |