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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 | $223,823-56.6% | $211,142-54.0% | $154,746-37.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 12.23% | 50.39%-38.2pp | 46.84%-34.6pp | 172.34%-160.1pp |
| Employer contribution / active EE | $425 | $6,787-93.7% | $6,442-93.4% | $4,379-90.3% |
| Participant deferral / active EE | $12,096 | $9,750+24.1% | $9,284+30.3% | $6,730+79.7% |
| Admin fee / account holder | $722 | $19,707-96.3% | $19,076-96.2% | $14,365-95.0% |