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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 | $66,541 | $181,062-63.2% | $158,223-57.9% | $155,188-57.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 10.29% | 57.39%-47.1pp | 52.09%-41.8pp | 148.84%-138.5pp |
| Employer contribution / active EE | $663 | $4,565-85.5% | $4,109-83.9% | $4,248-84.4% |
| Participant deferral / active EE | $3,281 | $6,134-46.5% | $5,467-40.0% | $6,531-49.8% |
| Admin fee / account holder | $17,803 | $18,825-5.4% | $16,047+10.9% | $14,480+23.0% |