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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 | $96,058 | $115,225-16.6% | $100,712-4.6% | $138,895-30.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 12.24% | 40.35%-28.1pp | 33.27%-21.0pp | 145.39%-133.2pp |
| Employer contribution / active EE | $342 | $2,771-87.7% | $2,313-85.2% | $4,194-91.8% |
| Participant deferral / active EE | $6,072 | $4,699+29.2% | $4,085+48.6% | $6,396-5.1% |
| Admin fee / account holder | $1,197 | $10,844-89.0% | $9,256-87.1% | $12,562-90.5% |