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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 | $220,072 | $227,399-3.2% | $189,758+16.0% | $198,609+10.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.51% | 61.03%-41.5pp | 52.62%-33.1pp | 202.70%-183.2pp |
| Employer contribution / active EE | $1,498 | $5,526-72.9% | $4,767-68.6% | $5,055-70.4% |
| Participant deferral / active EE | $7,375 | $6,837+7.9% | $5,856+25.9% | $6,977+5.7% |
| Admin fee / account holder | $565 | $25,162-97.8% | $20,388-97.2% | $19,030-97.0% |