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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 | $139,407 | $201,370-30.8% | $184,256-24.3% | $145,897-4.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.40% | 29.05%-15.6pp | 28.85%-15.4pp | 552.29%-538.9pp |
| Employer contribution / active EE | $1,376 | $7,024-80.4% | $6,427-78.6% | $4,663-70.5% |
| Participant deferral / active EE | $19,050 | $9,808+94.2% | $9,133+108.6% | $6,689+184.8% |
| Admin fee / account holder | $573 | $16,364-96.5% | $13,899-95.9% | $13,390-95.7% |