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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 | $221,726 | $201,344+10.1% | $184,243+20.3% | $145,877+52.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.49% | 29.01%-18.5pp | 28.82%-18.3pp | 551.28%-540.8pp |
| Employer contribution / active EE | $1,100 | $7,022-84.3% | $6,427-82.9% | $4,663-76.4% |
| Participant deferral / active EE | $6,055 | $9,807-38.3% | $9,132-33.7% | $6,691-9.5% |
| Admin fee / account holder | $22,249 | $16,382+35.8% | $13,914+59.9% | $13,402+66.0% |