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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 | $244,253 | $154,228+58.4% | $145,433+67.9% | $137,256+78.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.34% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $202 | $4,804-95.8% | $4,554-95.6% | $4,156-95.2% |
| Participant deferral / active EE | $14,749 | $8,216+79.5% | $7,897+86.8% | $6,407+130.2% |
| Admin fee / account holder | $66,197 | $14,344+361.5% | $13,129+404.2% | $12,270+439.5% |