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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 | $142,272 | $102,595+38.7% | $94,057+51.3% | $154,746-8.1% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 16.50% | 583.42%-566.9pp | 480.62%-464.1pp | 172.34%-155.8pp |
| Employer contribution / active EE | $316 | $3,147-90.0% | $2,933-89.2% | $4,379-92.8% |
| Participant deferral / active EE | $5,682 | $5,118+11.0% | $4,709+20.7% | $6,730-15.6% |
| Admin fee / account holder | $17,831 | $7,736+130.5% | $7,244+146.1% | $14,365+24.1% |