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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 | $92,474 | $178,174-48.1% | $156,181-40.8% | $137,256-32.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.09% | 84.19%-71.1pp | 64.87%-51.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,010 | $4,972-79.7% | $4,294-76.5% | $4,156-75.7% |
| Participant deferral / active EE | $9,005 | $6,888+30.7% | $6,132+46.8% | $6,407+40.6% |
| Admin fee / account holder | $1,298 | $17,404-92.5% | $14,586-91.1% | $12,270-89.4% |