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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 | $152,411 | $162,136-6.0% | $152,301+0.1% | $154,746-1.5% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 11.75% | 91.02%-79.3pp | 80.50%-68.7pp | 172.34%-160.6pp |
| Employer contribution / active EE | $365 | $4,890-92.5% | $4,624-92.1% | $4,379-91.7% |
| Participant deferral / active EE | $3,649 | $8,341-56.3% | $8,004-54.4% | $6,730-45.8% |
| Admin fee / account holder | $8,632 | $15,759-45.2% | $14,398-40.0% | $14,365-39.9% |