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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 | $73,998 | $155,555-52.4% | $146,866-49.6% | $155,188-52.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.67% | 115.41%-99.7pp | 102.85%-87.2pp | 148.84%-133.2pp |
| Employer contribution / active EE | $709 | $4,647-84.7% | $4,425-84.0% | $4,248-83.3% |
| Participant deferral / active EE | $18,565 | $8,044+130.8% | $7,759+139.3% | $6,531+184.2% |
| Admin fee / account holder | $71,614 | $14,755+385.3% | $13,620+425.8% | $14,480+394.6% |