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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 | $118,353 | $111,535+6.1% | $105,223+12.5% | $137,256-13.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.61% | 237.85%-223.2pp | 180.65%-166.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $632 | $3,939-84.0% | $3,689-82.9% | $4,156-84.8% |
| Participant deferral / active EE | $1,541 | $5,500-72.0% | $5,072-69.6% | $6,407-75.9% |
| Admin fee / account holder | $9,369 | $9,721-3.6% | $8,859+5.8% | $12,270-23.6% |