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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 | $209,336-53.6% | $197,124-50.7% | $137,256-29.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.23% | 48.09%-35.9pp | 44.34%-32.1pp | 220.34%-208.1pp |
| Employer contribution / active EE | $425 | $6,591-93.6% | $6,227-93.2% | $4,156-89.8% |
| Participant deferral / active EE | $12,096 | $9,614+25.8% | $9,135+32.4% | $6,407+88.8% |
| Admin fee / account holder | $722 | $17,308-95.8% | $16,298-95.6% | $12,270-94.1% |