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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 | $119,457 | $93,617+27.6% | $135,982-12.2% | $75,177+58.9% |
| Participation rate | 98.0% | 75.2%+22.8pp | 81.9%+16.1pp | 67.2%+30.8pp |
| Annual return | 21.88% | 30.89%-9.0pp | 68.32%-46.4pp | 160.75%-138.9pp |
| Employer contribution / active EE | $713 | $3,538-79.9% | $4,859-85.3% | $2,671-73.3% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $325 | $6,980-95.3% | $10,767-97.0% | $5,651-94.2% |