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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 | $178,939 | $152,619+17.2% | $125,195+42.9% | $152,909+17.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.52% | 54.85%-34.3pp | 43.79%-23.3pp | 345.46%-324.9pp |
| Employer contribution / active EE | $896 | $4,947-81.9% | $3,866-76.8% | $4,764-81.2% |
| Participant deferral / active EE | $3,500 | $5,869-40.4% | $4,937-29.1% | $5,851-40.2% |
| Admin fee / account holder | $1,826 | $13,437-86.4% | $9,704-81.2% | $11,601-84.3% |