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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 | $214,357 | $162,136+32.2% | $152,301+40.7% | $154,746+38.5% |
| Participation rate | 86.7% | 84.1%+2.6pp | 82.4%+4.2pp | 80.7%+6.0pp |
| Annual return | 14.75% | 91.02%-76.3pp | 80.50%-65.8pp | 172.34%-157.6pp |
| Employer contribution / active EE | $592 | $4,890-87.9% | $4,624-87.2% | $4,379-86.5% |
| Participant deferral / active EE | $5,852 | $8,341-29.8% | $8,004-26.9% | $6,730-13.1% |
| Admin fee / account holder | $5,882 | $15,759-62.7% | $14,398-59.1% | $14,365-59.1% |