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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 | $216,100 | $167,415+29.1% | $140,514+53.8% | $198,609+8.8% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 12.89% | 13.85%-1.0pp | 14.36%-1.5pp | 202.70%-189.8pp |
| Employer contribution / active EE | $733 | $4,088-82.1% | $3,378-78.3% | $5,055-85.5% |
| Participant deferral / active EE | $4,438 | $5,579-20.5% | $4,919-9.8% | $6,977-36.4% |
| Admin fee / account holder | $5,540 | $16,730-66.9% | $13,697-59.6% | $19,030-70.9% |