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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 | $182,771 | $201,370-9.2% | $184,256-0.8% | $145,897+25.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.78% | 29.05%-9.3pp | 28.85%-9.1pp | 552.29%-532.5pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $23,000 | $9,808+134.5% | $9,133+151.8% | $6,689+243.8% |
| Admin fee / account holder | $2,866 | $16,364-82.5% | $13,899-79.4% | $13,390-78.6% |