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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 | $202,006 | $197,637+2.2% | $177,848+13.6% | $158,982+27.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.45% | 58.77%-46.3pp | 48.33%-35.9pp | 302.99%-290.5pp |
| Employer contribution / active EE | $1,350 | $6,698-79.8% | $5,919-77.2% | $4,763-71.7% |
| Participant deferral / active EE | $15,175 | $8,405+80.6% | $7,714+96.7% | $5,983+153.6% |
| Admin fee / account holder | $2,290 | $15,406-85.1% | $12,431-81.6% | $11,252-79.6% |