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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 | $148,708 | $183,539-19.0% | $155,556-4.4% | $145,897+1.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.01% | 61.31%-46.3pp | 64.84%-49.8pp | 552.29%-537.3pp |
| Employer contribution / active EE | $574 | $5,315-89.2% | $4,675-87.7% | $4,663-87.7% |
| Participant deferral / active EE | $9,768 | $6,467+51.0% | $5,631+73.5% | $6,689+46.0% |
| Admin fee / account holder | $561 | $19,275-97.1% | $15,885-96.5% | $13,390-95.8% |