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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 | $167,703 | $155,555+7.8% | $146,866+14.2% | $155,188+8.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.96% | 115.41%-102.5pp | 102.85%-89.9pp | 148.84%-135.9pp |
| Employer contribution / active EE | $257 | $4,647-94.5% | $4,425-94.2% | $4,248-93.9% |
| Participant deferral / active EE | $13,945 | $8,044+73.4% | $7,759+79.7% | $6,531+113.5% |
| Admin fee / account holder | $895 | $14,755-93.9% | $13,620-93.4% | $14,480-93.8% |