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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 | $187,436 | $135,956+37.9% | $123,894+51.3% | $273,972-31.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.00% | 56.63%-51.6pp | 47.52%-42.5pp | 41.46%-36.5pp |
| Employer contribution / active EE | $652 | $5,170-87.4% | $4,617-85.9% | $4,869-86.6% |
| Participant deferral / active EE | $12,815 | $6,343+102.0% | $5,984+114.2% | $5,287+142.4% |
| Admin fee / account holder | $4,228 | $9,817-56.9% | $8,357-49.4% | $10,133-58.3% |