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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 | $177,595-41.2% | $148,496-29.7% | $198,609-47.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 13.46% | 9.97%+3.5pp | 12.33%+1.1pp | 202.70%-189.2pp |
| Employer contribution / active EE | $633 | $4,098-84.6% | $3,497-81.9% | $5,055-87.5% |
| Participant deferral / active EE | $2,906 | $5,539-47.5% | $4,808-39.6% | $6,977-58.3% |
| Admin fee / account holder | $16,243 | $27,010-39.9% | $19,547-16.9% | $19,030-14.6% |