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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 | $27,140 | $156,398-82.6% | $147,318-81.6% | $138,895-80.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.61% | 78.75%-57.1pp | 70.43%-48.8pp | 145.39%-123.8pp |
| Employer contribution / active EE | $465 | $4,853-90.4% | $4,593-89.9% | $4,194-88.9% |
| Participant deferral / active EE | $6,084 | $8,237-26.1% | $7,906-23.0% | $6,396-4.9% |
| Admin fee / account holder | $1,213 | $14,976-91.9% | $13,708-91.1% | $12,562-90.3% |