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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 | $246,356 | $77,472+218.0% | $100,392+145.4% | $80,935+204.4% |
| Participation rate | 82.4% | 76.9%+5.5pp | 81.5%+0.9pp | 67.7%+14.8pp |
| Annual return | 22.78% | 37.26%-14.5pp | 49.45%-26.7pp | 35.66%-12.9pp |
| Employer contribution / active EE | $126 | $2,800-95.5% | $3,941-96.8% | $2,757-95.4% |
| Participant deferral / active EE | $13,693 | $6,818+100.8% | $8,090+69.3% | $4,299+218.5% |
| Admin fee / account holder | $14,530 | $5,885+146.9% | $7,904+83.8% | $6,924+109.8% |