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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 | $181,062+34.2% | $158,223+53.6% | $155,188+56.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.29% | 57.39%-41.1pp | 52.09%-35.8pp | 148.84%-132.6pp |
| Employer contribution / active EE | $671 | $4,565-85.3% | $4,109-83.7% | $4,248-84.2% |
| Participant deferral / active EE | $6,040 | $6,134-1.5% | $5,467+10.5% | $6,531-7.5% |
| Admin fee / account holder | $4,314 | $18,825-77.1% | $16,047-73.1% | $14,480-70.2% |