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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 | $198,070 | $86,949+127.8% | $102,460+93.3% | $80,959+144.7% |
| Participation rate | 93.1% | 72.4%+20.7pp | 76.5%+16.6pp | 67.7%+25.4pp |
| Annual return | 52.33% | 18.89%+33.4pp | 29.47%+22.9pp | 35.67%+16.7pp |
| Employer contribution / active EE | $618 | $2,370-73.9% | $3,025-79.6% | $2,757-77.6% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $555 | $8,048-93.1% | $9,460-94.1% | $6,925-92.0% |