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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 | $128,969 | $209,336-38.4% | $197,124-34.6% | $137,256-6.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.78% | 48.09%-34.3pp | 44.34%-30.6pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,093 | $6,591-83.4% | $6,227-82.4% | $4,156-73.7% |
| Participant deferral / active EE | $3,159 | $9,614-67.1% | $9,135-65.4% | $6,407-50.7% |
| Admin fee / account holder | $20,780 | $17,308+20.1% | $16,298+27.5% | $12,270+69.4% |