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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 | $108,853 | $185,905-41.4% | $170,057-36.0% | $139,487-22.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.95% | 60.56%-44.6pp | 53.42%-37.5pp | 373.84%-357.9pp |
| Employer contribution / active EE | $533 | $7,597-93.0% | $6,790-92.1% | $4,755-88.8% |
| Participant deferral / active EE | $10,000 | $11,627-14.0% | $10,411-3.9% | $6,713+49.0% |
| Admin fee / account holder | $917 | $15,397-94.0% | $12,826-92.9% | $11,407-92.0% |