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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 | $155,555-2.0% | $146,866+3.8% | $155,188-1.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 11.75% | 115.41%-103.7pp | 102.85%-91.1pp | 148.84%-137.1pp |
| Employer contribution / active EE | $365 | $4,647-92.1% | $4,425-91.8% | $4,248-91.4% |
| Participant deferral / active EE | $3,649 | $8,044-54.6% | $7,759-53.0% | $6,531-44.1% |
| Admin fee / account holder | $8,632 | $14,755-41.5% | $13,620-36.6% | $14,480-40.4% |