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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 | $108,262 | $156,398-30.8% | $147,318-26.5% | $138,895-22.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.21% | 78.75%-65.5pp | 70.43%-57.2pp | 145.39%-132.2pp |
| Employer contribution / active EE | $517 | $4,853-89.3% | $4,593-88.7% | $4,194-87.7% |
| Participant deferral / active EE | $9,332 | $8,237+13.3% | $7,906+18.0% | $6,396+45.9% |
| Admin fee / account holder | $1,045 | $14,976-93.0% | $13,708-92.4% | $12,562-91.7% |