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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 | $172,307 | $275,752-37.5% | $256,809-32.9% | $198,609-13.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 16.68% | 34.81%-18.1pp | 32.73%-16.0pp | 202.70%-186.0pp |
| Employer contribution / active EE | $1,040 | $7,721-86.5% | $7,263-85.7% | $5,055-79.4% |
| Participant deferral / active EE | $15,240 | $10,037+51.8% | $9,520+60.1% | $6,977+118.4% |
| Admin fee / account holder | $12,701 | $25,716-50.6% | $25,146-49.5% | $19,030-33.3% |