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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 | $46,316 | $168,636-72.5% | $147,617-68.6% | $125,393-63.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 19.39% | 77.65%-58.3pp | 61.98%-42.6pp | 282.23%-262.8pp |
| Employer contribution / active EE | $1,100 | $6,252-82.4% | $5,565-80.2% | $4,866-77.4% |
| Participant deferral / active EE | $4,570 | $5,507-17.0% | $4,895-6.6% | $5,351-14.6% |
| Admin fee / account holder | $13,049 | $13,580-3.9% | $11,611+12.4% | $9,541+36.8% |