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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 | $199,179 | $77,472+157.1% | $100,415+98.4% | $80,959+146.0% |
| Participation rate | 91.7% | 76.9%+14.7pp | 81.5%+10.1pp | 67.7%+24.0pp |
| Annual return | 19.37% | 37.26%-17.9pp | 49.47%-30.1pp | 35.67%-16.3pp |
| Employer contribution / active EE | -$833 | $2,800-129.8% | $3,943-121.1% | $2,757-130.2% |
| Participant deferral / active EE | $12,156 | $6,818+78.3% | $8,091+50.2% | $4,300+182.7% |
| Admin fee / account holder | $8,439 | $5,885+43.4% | $7,906+6.7% | $6,925+21.9% |