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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 | $243,041 | $185,312+31.2% | $161,489+50.5% | $154,746+57.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.29% | 103.84%-87.6pp | 89.72%-73.4pp | 172.34%-156.1pp |
| Employer contribution / active EE | $671 | $4,769-85.9% | $4,268-84.3% | $4,379-84.7% |
| Participant deferral / active EE | $6,040 | $6,350-4.9% | $5,630+7.3% | $6,730-10.3% |
| Admin fee / account holder | $4,314 | $18,654-76.9% | $16,006-73.0% | $14,365-70.0% |