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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 | $39,352 | $154,228-74.5% | $145,433-72.9% | $137,256-71.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.30% | 74.59%-54.3pp | 66.58%-46.3pp | 220.34%-200.0pp |
| Employer contribution / active EE | $653 | $4,804-86.4% | $4,554-85.7% | $4,156-84.3% |
| Participant deferral / active EE | $9,094 | $8,216+10.7% | $7,897+15.2% | $6,407+41.9% |
| Admin fee / account holder | $4,988 | $14,344-65.2% | $13,129-62.0% | $12,270-59.3% |