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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 | $36,387 | $178,174-79.6% | $156,181-76.7% | $137,256-73.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.16% | 84.19%-72.0pp | 64.87%-52.7pp | 220.34%-208.2pp |
| Employer contribution / active EE | $962 | $4,972-80.7% | $4,294-77.6% | $4,156-76.9% |
| Participant deferral / active EE | $9,057 | $6,888+31.5% | $6,132+47.7% | $6,407+41.4% |
| Admin fee / account holder | $5,005 | $17,404-71.2% | $14,586-65.7% | $12,270-59.2% |