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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 | $237,222 | $184,014+28.9% | $161,149+47.2% | $138,895+70.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 15.17% | 21.52%-6.4pp | 21.16%-6.0pp | 145.39%-130.2pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $17,781 | $6,909+157.3% | $6,153+189.0% | $6,396+178.0% |
| Admin fee / account holder | $15,651 | $18,027-13.2% | $15,194+3.0% | $12,562+24.6% |