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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 | $220,366 | $197,637+11.5% | $177,848+23.9% | $158,982+38.6% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 10.56% | 58.77%-48.2pp | 48.33%-37.8pp | 302.99%-292.4pp |
| Employer contribution / active EE | $646 | $6,698-90.4% | $5,919-89.1% | $4,763-86.4% |
| Participant deferral / active EE | $12,697 | $8,405+51.1% | $7,714+64.6% | $5,983+112.2% |
| Admin fee / account holder | $517 | $15,406-96.6% | $12,431-95.8% | $11,252-95.4% |