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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 | $153,260 | $275,752-44.4% | $256,809-40.3% | $198,609-22.8% |
| Participation rate | 83.3% | 89.2%-5.8pp | 88.5%-5.2pp | 82.4%+1.0pp |
| Annual return | 21.31% | 34.81%-13.5pp | 32.73%-11.4pp | 202.70%-181.4pp |
| Employer contribution / active EE | $1,356 | $7,721-82.4% | $7,263-81.3% | $5,055-73.2% |
| Participant deferral / active EE | $10,862 | $10,037+8.2% | $9,520+14.1% | $6,977+55.7% |
| Admin fee / account holder | $1,493 | $25,716-94.2% | $25,146-94.1% | $19,030-92.2% |