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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 | $78,245 | $174,379-55.1% | $152,093-48.6% | $138,895-43.7% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 15.31% | 74.86%-59.6pp | 66.36%-51.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $822 | $4,652-82.3% | $4,175-80.3% | $4,194-80.4% |
| Participant deferral / active EE | $4,700 | $6,159-23.7% | $5,451-13.8% | $6,396-26.5% |
| Admin fee / account holder | $526 | $16,880-96.9% | $14,497-96.4% | $12,562-95.8% |