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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 | $173,891 | $174,379-0.3% | $152,093+14.3% | $138,895+25.2% |
| Participation rate | 77.8% | 81.6%-3.9pp | 77.8%0pp | 79.9%-2.1pp |
| Annual return | 13.25% | 74.86%-61.6pp | 66.36%-53.1pp | 145.39%-132.1pp |
| Employer contribution / active EE | -$4,142 | $4,652-189.0% | $4,175-199.2% | $4,194-198.8% |
| Participant deferral / active EE | $11,192 | $6,159+81.7% | $5,451+105.3% | $6,396+75.0% |
| Admin fee / account holder | $1,647 | $16,880-90.2% | $14,497-88.6% | $12,562-86.9% |