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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 | $207,488 | $201,370+3.0% | $184,256+12.6% | $145,897+42.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.27% | 29.05%-17.8pp | 28.85%-17.6pp | 552.29%-541.0pp |
| Employer contribution / active EE | $1,334 | $7,024-81.0% | $6,427-79.2% | $4,663-71.4% |
| Participant deferral / active EE | $7,639 | $9,808-22.1% | $9,133-16.4% | $6,689+14.2% |
| Admin fee / account holder | $5,488 | $16,364-66.5% | $13,899-60.5% | $13,390-59.0% |