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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 | $183,627-13.3% | $155,602+2.3% | $145,978+9.1% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 15.99% | 61.32%-45.3pp | 64.81%-48.8pp | 550.52%-534.5pp |
| Employer contribution / active EE | $754 | $5,316-85.8% | $4,675-83.9% | $4,662-83.8% |
| Participant deferral / active EE | $4,190 | $6,466-35.2% | $5,629-25.6% | $6,690-37.4% |
| Admin fee / account holder | $3,565 | $19,327-81.6% | $15,923-77.6% | $13,400-73.4% |