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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 | $38,190 | $157,296-75.7% | $141,191-73.0% | $152,897-75.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.18% | 64.34%-48.2pp | 71.41%-55.2pp | 345.43%-329.2pp |
| Employer contribution / active EE | $691 | $5,262-86.9% | $4,736-85.4% | $4,764-85.5% |
| Participant deferral / active EE | $2,448 | $7,111-65.6% | $6,710-63.5% | $5,851-58.2% |
| Admin fee / account holder | $9,895 | $12,125-18.4% | $10,264-3.6% | $11,599-14.7% |