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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 | $77,961 | $118,708-34.3% | $98,920-21.2% | $158,982-51.0% |
| Participation rate | 90.0% | 77.8%+12.2pp | 76.0%+14.0pp | 82.0%+8.0pp |
| Annual return | 17.02% | 372.49%-355.5pp | 196.47%-179.4pp | 302.99%-286.0pp |
| Employer contribution / active EE | $419 | $3,334-87.4% | $2,689-84.4% | $4,763-91.2% |
| Participant deferral / active EE | $1,398 | $5,089-72.5% | $4,245-67.1% | $5,983-76.6% |
| Admin fee / account holder | $10,945 | $10,134+8.0% | $6,643+64.8% | $11,252-2.7% |