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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 | $61,206 | $182,442-66.5% | $163,379-62.5% | $138,895-55.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 13.55% | 72.74%-59.2pp | 63.41%-49.9pp | 145.39%-131.8pp |
| Employer contribution / active EE | $387 | $4,159-90.7% | $3,752-89.7% | $4,194-90.8% |
| Participant deferral / active EE | $7,126 | $6,817+4.5% | $6,282+13.4% | $6,396+11.4% |
| Admin fee / account holder | $629 | $10,396-93.9% | $9,818-93.6% | $12,562-95.0% |