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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 | $35,247 | $178,174-80.2% | $156,181-77.4% | $137,256-74.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 10.31% | 84.19%-73.9pp | 64.87%-54.6pp | 220.34%-210.0pp |
| Employer contribution / active EE | $1,055 | $4,972-78.8% | $4,294-75.4% | $4,156-74.6% |
| Participant deferral / active EE | $2,487 | $6,888-63.9% | $6,132-59.4% | $6,407-61.2% |
| Admin fee / account holder | $10,470 | $17,404-39.8% | $14,586-28.2% | $12,270-14.7% |