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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 | $195,415 | $148,623+31.5% | $135,974+43.7% | $139,466+40.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.40% | 79.30%-53.9pp | 68.30%-42.9pp | 373.66%-348.3pp |
| Employer contribution / active EE | $745 | $5,246-85.8% | $4,859-84.7% | $4,754-84.3% |
| Participant deferral / active EE | $15,597 | $8,103+92.5% | $7,760+101.0% | $6,712+132.4% |
| Admin fee / account holder | $760 | $12,406-93.9% | $10,767-92.9% | $11,409-93.3% |