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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 | $46,866 | $168,635-72.2% | $147,617-68.3% | $125,389-62.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 4.70% | 77.65%-73.0pp | 61.98%-57.3pp | 282.24%-277.5pp |
| Employer contribution / active EE | $965 | $6,252-84.6% | $5,564-82.6% | $4,866-80.2% |
| Participant deferral / active EE | $2,837 | $5,507-48.5% | $4,895-42.0% | $5,352-47.0% |
| Admin fee / account holder | $9,108 | $13,580-32.9% | $11,612-21.6% | $9,541-4.5% |