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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 | $219,061 | $183,592+19.3% | $155,574+40.8% | $145,877+50.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.77% | 61.37%-43.6pp | 64.87%-47.1pp | 551.28%-533.5pp |
| Employer contribution / active EE | $364 | $5,317-93.2% | $4,676-92.2% | $4,663-92.2% |
| Participant deferral / active EE | $12,200 | $6,466+88.7% | $5,629+116.7% | $6,691+82.3% |
| Admin fee / account holder | $303 | $19,316-98.4% | $15,914-98.1% | $13,402-97.7% |