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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 | $221,335 | $185,856+19.1% | $170,028+30.2% | $139,456+58.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.93% | 60.52%-44.6pp | 53.39%-37.5pp | 373.45%-357.5pp |
| Employer contribution / active EE | $1,212 | $7,593-84.0% | $6,788-82.1% | $4,753-74.5% |
| Participant deferral / active EE | $7,163 | $11,623-38.4% | $10,409-31.2% | $6,711+6.7% |
| Admin fee / account holder | $25,499 | $15,387+65.7% | $12,820+98.9% | $11,407+123.5% |