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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 | $107,295 | $113,941-5.8% | $94,228+13.9% | $125,388-14.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.84% | 5.29%-4.4pp | 10.68%-9.8pp | 282.24%-281.4pp |
| Employer contribution / active EE | $629 | $4,727-86.7% | $3,587-82.5% | $4,866-87.1% |
| Participant deferral / active EE | $7,781 | $5,179+50.2% | $4,320+80.1% | $5,352+45.4% |
| Admin fee / account holder | $837 | $8,392-90.0% | $6,269-86.7% | $9,541-91.2% |