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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 | $219,418 | $275,752-20.4% | $256,809-14.6% | $198,609+10.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 10.23% | 34.81%-24.6pp | 32.73%-22.5pp | 202.70%-192.5pp |
| Employer contribution / active EE | $1,691 | $7,721-78.1% | $7,263-76.7% | $5,055-66.6% |
| Participant deferral / active EE | $6,379 | $10,037-36.5% | $9,520-33.0% | $6,977-8.6% |
| Admin fee / account holder | $2,416 | $25,716-90.6% | $25,146-90.4% | $19,030-87.3% |