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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 | $81,278 | $185,312-56.1% | $161,489-49.7% | $154,746-47.5% |
| Participation rate | 81.8% | 82.5%-0.6pp | 78.7%+3.1pp | 80.7%+1.1pp |
| Annual return | 11.16% | 103.84%-92.7pp | 89.72%-78.6pp | 172.34%-161.2pp |
| Employer contribution / active EE | $787 | $4,769-83.5% | $4,268-81.6% | $4,379-82.0% |
| Participant deferral / active EE | $5,047 | $6,350-20.5% | $5,630-10.4% | $6,730-25.0% |
| Admin fee / account holder | $62,970 | $18,654+237.6% | $16,006+293.4% | $14,365+338.3% |