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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 | $199,109-81.7% | $173,730-79.1% | $154,746-76.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 12.16% | 20.02%-7.9pp | 19.96%-7.8pp | 172.34%-160.2pp |
| Employer contribution / active EE | $962 | $5,311-81.9% | $4,577-79.0% | $4,379-78.0% |
| Participant deferral / active EE | $9,057 | $7,113+27.3% | $6,326+43.2% | $6,730+34.6% |
| Admin fee / account holder | $5,005 | $20,916-76.1% | $17,523-71.4% | $14,365-65.2% |