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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 | $183,563 | $156,398+17.4% | $147,318+24.6% | $138,895+32.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 128.44% | 78.75%+49.7pp | 70.43%+58.0pp | 145.39%-17.0pp |
| Employer contribution / active EE | $185 | $4,853-96.2% | $4,593-96.0% | $4,194-95.6% |
| Participant deferral / active EE | $5,250 | $8,237-36.3% | $7,906-33.6% | $6,396-17.9% |
| Admin fee / account holder | $740 | $14,976-95.1% | $13,708-94.6% | $12,562-94.1% |