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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 | $82,625 | $254,759-67.6% | $216,567-61.8% | $198,609-58.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 9.95% | 10.04%-0.1pp | 12.94%-3.0pp | 202.70%-192.7pp |
| Employer contribution / active EE | $1,209 | $6,096-80.2% | $5,216-76.8% | $5,055-76.1% |
| Participant deferral / active EE | $11,578 | $6,948+66.6% | $6,191+87.0% | $6,977+65.9% |
| Admin fee / account holder | $469 | $26,311-98.2% | $21,981-97.9% | $19,030-97.5% |