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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 | $91,856 | $165,399-44.5% | $149,745-38.7% | $158,982-42.2% |
| Participation rate | 86.7% | 84.6%+2.1pp | 82.5%+4.2pp | 82.0%+4.7pp |
| Annual return | 14.67% | 348.34%-333.7pp | 276.72%-262.0pp | 302.99%-288.3pp |
| Employer contribution / active EE | $872 | $5,105-82.9% | $4,646-81.2% | $4,763-81.7% |
| Participant deferral / active EE | $8,583 | $7,183+19.5% | $6,843+25.4% | $5,983+43.4% |
| Admin fee / account holder | $887 | $10,811-91.8% | $9,312-90.5% | $11,252-92.1% |