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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 | $51,721 | $174,379-70.3% | $152,093-66.0% | $138,895-62.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.71% | 74.86%-58.1pp | 66.36%-49.6pp | 145.39%-128.7pp |
| Employer contribution / active EE | $702 | $4,652-84.9% | $4,175-83.2% | $4,194-83.3% |
| Participant deferral / active EE | $4,177 | $6,159-32.2% | $5,451-23.4% | $6,396-34.7% |
| Admin fee / account holder | $2,503 | $16,880-85.2% | $14,497-82.7% | $12,562-80.1% |