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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 | $223,823-31.5% | $211,142-27.4% | $154,746-1.0% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 21.31% | 50.39%-29.1pp | 46.84%-25.5pp | 172.34%-151.0pp |
| Employer contribution / active EE | $1,356 | $6,787-80.0% | $6,442-78.9% | $4,379-69.0% |
| Participant deferral / active EE | $10,862 | $9,750+11.4% | $9,284+17.0% | $6,730+61.4% |
| Admin fee / account holder | $1,493 | $19,707-92.4% | $19,076-92.2% | $14,365-89.6% |