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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 | $174,691 | $201,372-13.2% | $184,260-5.2% | $145,884+19.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.26% | 29.04%-11.8pp | 28.84%-11.6pp | 551.85%-534.6pp |
| Employer contribution / active EE | $1,143 | $7,024-83.7% | $6,427-82.2% | $4,662-75.5% |
| Participant deferral / active EE | $11,433 | $9,808+16.6% | $9,133+25.2% | $6,690+70.9% |
| Admin fee / account holder | $1,830 | $16,362-88.8% | $13,898-86.8% | $13,392-86.3% |