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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 | $220,016 | $178,174+23.5% | $156,181+40.9% | $137,256+60.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.74% | 84.19%-68.4pp | 64.87%-49.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $230 | $4,972-95.4% | $4,294-94.6% | $4,156-94.5% |
| Participant deferral / active EE | $20,067 | $6,888+191.3% | $6,132+227.2% | $6,407+213.2% |
| Admin fee / account holder | $1,908 | $17,404-89.0% | $14,586-86.9% | $12,270-84.4% |