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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 | $104,433 | $132,634-21.3% | $115,768-9.8% | $137,256-23.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 13.46% | 160.70%-147.2pp | 100.46%-87.0pp | 220.34%-206.9pp |
| Employer contribution / active EE | $633 | $3,360-81.2% | $2,940-78.5% | $4,156-84.8% |
| Participant deferral / active EE | $2,906 | $5,619-48.3% | $4,917-40.9% | $6,407-54.6% |
| Admin fee / account holder | $16,243 | $15,028+8.1% | $12,439+30.6% | $12,270+32.4% |