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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 | $118,696 | $223,823-47.0% | $211,142-43.8% | $154,746-23.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 13.95% | 50.39%-36.4pp | 46.84%-32.9pp | 172.34%-158.4pp |
| Employer contribution / active EE | $763 | $6,787-88.8% | $6,442-88.2% | $4,379-82.6% |
| Participant deferral / active EE | $22,172 | $9,750+127.4% | $9,284+138.8% | $6,730+229.4% |
| Admin fee / account holder | $1,194 | $19,707-93.9% | $19,076-93.7% | $14,365-91.7% |