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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 | $133,936 | $183,592-27.0% | $155,567-13.9% | $145,959-8.2% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 12.26% | 61.24%-49.0pp | 64.74%-52.5pp | 561.95%-549.7pp |
| Employer contribution / active EE | $783 | $5,315-85.3% | $4,674-83.3% | $4,661-83.2% |
| Participant deferral / active EE | $6,235 | $6,464-3.6% | $5,628+10.8% | $6,689-6.8% |
| Admin fee / account holder | $3,836 | $19,318-80.1% | $15,916-75.9% | $13,398-71.4% |