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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 | $227,798 | $157,304+44.8% | $141,197+61.3% | $152,909+49.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.95% | 64.34%-38.4pp | 71.41%-45.5pp | 345.46%-319.5pp |
| Employer contribution / active EE | $481 | $5,263-90.9% | $4,736-89.9% | $4,764-89.9% |
| Participant deferral / active EE | $13,800 | $7,111+94.1% | $6,710+105.7% | $5,851+135.8% |
| Admin fee / account holder | $2,332 | $12,126-80.8% | $10,265-77.3% | $11,601-79.9% |