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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 | $201,045 | $157,276+27.8% | $141,177+42.4% | $152,885+31.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.63% | 64.33%-48.7pp | 71.40%-55.8pp | 345.39%-329.8pp |
| Employer contribution / active EE | $277 | $5,262-94.7% | $4,736-94.2% | $4,763-94.2% |
| Participant deferral / active EE | $6,065 | $7,110-14.7% | $6,710-9.6% | $5,851+3.7% |
| Admin fee / account holder | $17,265 | $12,123+42.4% | $10,263+68.2% | $11,598+48.9% |