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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 | $97,135 | $275,752-64.8% | $256,809-62.2% | $198,609-51.1% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 12.23% | 34.81%-22.6pp | 32.73%-20.5pp | 202.70%-190.5pp |
| Employer contribution / active EE | $425 | $7,721-94.5% | $7,263-94.2% | $5,055-91.6% |
| Participant deferral / active EE | $12,096 | $10,037+20.5% | $9,520+27.1% | $6,977+73.4% |
| Admin fee / account holder | $722 | $25,716-97.2% | $25,146-97.1% | $19,030-96.2% |