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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 | $77,187 | $176,786-56.3% | $146,643-47.4% | $167,536-53.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.48% | 24.04%-8.6pp | 22.75%-7.3pp | 478.82%-463.3pp |
| Employer contribution / active EE | $1,034 | $5,161-80.0% | $4,137-75.0% | $4,839-78.6% |
| Participant deferral / active EE | $9,154 | $6,440+42.1% | $5,506+66.3% | $6,342+44.3% |
| Admin fee / account holder | $1,450 | $13,262-89.1% | $10,280-85.9% | $12,315-88.2% |