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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 | $244,752 | $106,749+129.3% | $145,433+68.3% | $82,448+196.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.66% | 27.59%-12.9pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $194 | $3,444-94.4% | $4,554-95.7% | $2,551-92.4% |
| Participant deferral / active EE | $8,485 | $6,519+30.2% | $7,897+7.4% | $4,139+105.0% |
| Admin fee / account holder | $19,101 | $8,390+127.7% | $13,129+45.5% | $7,234+164.0% |