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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 | $102,925 | $162,136-36.5% | $152,301-32.4% | $154,746-33.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.93% | 91.02%-72.1pp | 80.50%-61.6pp | 172.34%-153.4pp |
| Employer contribution / active EE | $66 | $4,890-98.6% | $4,624-98.6% | $4,379-98.5% |
| Participant deferral / active EE | $16,853 | $8,341+102.1% | $8,004+110.6% | $6,730+150.4% |
| Admin fee / account holder | $5,402 | $15,759-65.7% | $14,398-62.5% | $14,365-62.4% |