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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 | $156,398+7.2% | $147,318+13.8% | $138,895+20.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.96% | 78.75%-65.8pp | 70.43%-57.5pp | 145.39%-132.4pp |
| Employer contribution / active EE | $257 | $4,853-94.7% | $4,593-94.4% | $4,194-93.9% |
| Participant deferral / active EE | $13,945 | $8,237+69.3% | $7,906+76.4% | $6,396+118.0% |
| Admin fee / account holder | $895 | $14,976-94.0% | $13,708-93.5% | $12,562-92.9% |