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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 | $113,594 | $209,336-45.7% | $197,124-42.4% | $137,256-17.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 36.84% | 48.09%-11.3pp | 44.34%-7.5pp | 220.34%-183.5pp |
| Employer contribution / active EE | $71 | $6,591-98.9% | $6,227-98.9% | $4,156-98.3% |
| Participant deferral / active EE | $14,990 | $9,614+55.9% | $9,135+64.1% | $6,407+134.0% |
| Admin fee / account holder | $9,304 | $17,308-46.2% | $16,298-42.9% | $12,270-24.2% |