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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 | $108,646 | $127,386-14.7% | $115,037-5.6% | $125,388-13.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2.25% | 31.28%-29.0pp | 26.14%-23.9pp | 282.24%-280.0pp |
| Employer contribution / active EE | $679 | $5,166-86.9% | $4,608-85.3% | $4,866-86.0% |
| Participant deferral / active EE | $3,977 | $6,423-38.1% | $6,026-34.0% | $5,352-25.7% |
| Admin fee / account holder | $5,412 | $9,516-43.1% | $8,175-33.8% | $9,541-43.3% |