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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 | $191,789 | $156,398+22.6% | $147,318+30.2% | $138,895+38.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.40% | 78.75%-63.3pp | 70.43%-55.0pp | 145.39%-130.0pp |
| Employer contribution / active EE | $694 | $4,853-85.7% | $4,593-84.9% | $4,194-83.5% |
| Participant deferral / active EE | $9,304 | $8,237+12.9% | $7,906+17.7% | $6,396+45.5% |
| Admin fee / account holder | $670 | $14,976-95.5% | $13,708-95.1% | $12,562-94.7% |