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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 | $75,230 | $185,312-59.4% | $161,489-53.4% | $154,746-51.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.19% | 103.84%-89.7pp | 89.72%-75.5pp | 172.34%-158.2pp |
| Employer contribution / active EE | $870 | $4,769-81.8% | $4,268-79.6% | $4,379-80.1% |
| Participant deferral / active EE | $3,015 | $6,350-52.5% | $5,630-46.4% | $6,730-55.2% |
| Admin fee / account holder | $18,344 | $18,654-1.7% | $16,006+14.6% | $14,365+27.7% |