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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 | $182,200 | $81,504+123.5% | $102,437+77.9% | $80,959+125.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 41.74% | 25.60%+16.1pp | 24.95%+16.8pp | 35.67%+6.1pp |
| Employer contribution / active EE | $453 | $3,104-85.4% | $3,871-88.3% | $2,757-83.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $345 | $6,719-94.9% | $8,388-95.9% | $6,925-95.0% |