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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 | $232,923 | $138,385+68.3% | $184,243+26.4% | $80,925+187.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 14.46% | 20.02%-5.6pp | 28.82%-14.4pp | 35.65%-21.2pp |
| Employer contribution / active EE | $1,123 | $4,851-76.8% | $6,427-82.5% | $2,756-59.3% |
| Participant deferral / active EE | $14,886 | $7,075+110.4% | $9,132+63.0% | $4,299+246.3% |
| Admin fee / account holder | $2,087 | $10,489-80.1% | $13,914-85.0% | $6,940-69.9% |