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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 | $185,312-64.1% | $161,489-58.8% | $154,746-57.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 10.29% | 103.84%-93.6pp | 89.72%-79.4pp | 172.34%-162.0pp |
| Employer contribution / active EE | $663 | $4,769-86.1% | $4,268-84.5% | $4,379-84.9% |
| Participant deferral / active EE | $3,281 | $6,350-48.3% | $5,630-41.7% | $6,730-51.3% |
| Admin fee / account holder | $17,803 | $18,654-4.6% | $16,006+11.2% | $14,365+23.9% |