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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 | $81,775 | $167,415-51.2% | $140,514-41.8% | $198,609-58.8% |
| Participation rate | 85.7% | 80.9%+4.8pp | 77.8%+7.9pp | 82.4%+3.3pp |
| Annual return | 8.71% | 13.85%-5.1pp | 14.36%-5.6pp | 202.70%-194.0pp |
| Employer contribution / active EE | $952 | $4,088-76.7% | $3,378-71.8% | $5,055-81.2% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $833 | $16,730-95.0% | $13,697-93.9% | $19,030-95.6% |