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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 | $179,144 | $111,814+60.2% | $103,378+73.3% | $145,978+22.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.57% | 24.80%-13.2pp | 24.91%-13.3pp | 550.52%-538.9pp |
| Employer contribution / active EE | $643 | $4,215-84.7% | $3,870-83.4% | $4,662-86.2% |
| Participant deferral / active EE | $13,261 | $5,618+136.1% | $5,058+162.2% | $6,690+98.2% |
| Admin fee / account holder | $8,912 | $9,764-8.7% | $8,401+6.1% | $13,400-33.5% |