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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 | $152,519 | $209,336-27.1% | $197,124-22.6% | $137,256+11.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.98% | 48.09%-36.1pp | 44.34%-32.4pp | 220.34%-208.4pp |
| Employer contribution / active EE | $998 | $6,591-84.9% | $6,227-84.0% | $4,156-76.0% |
| Participant deferral / active EE | $14,769 | $9,614+53.6% | $9,135+61.7% | $6,407+130.5% |
| Admin fee / account holder | $7,843 | $17,308-54.7% | $16,298-51.9% | $12,270-36.1% |