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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 | $159,243 | $183,516-13.2% | $155,534+2.4% | $145,884+9.2% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 15.99% | 61.43%-45.4pp | 64.92%-48.9pp | 551.85%-535.9pp |
| Employer contribution / active EE | $754 | $5,315-85.8% | $4,675-83.9% | $4,662-83.8% |
| Participant deferral / active EE | $4,190 | $6,467-35.2% | $5,630-25.6% | $6,690-37.4% |
| Admin fee / account holder | $3,565 | $19,293-81.5% | $15,900-77.6% | $13,392-73.4% |