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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 | $161,830 | $168,635-4.0% | $147,617+9.6% | $125,389+29.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.28% | 77.65%-76.4pp | 61.98%-60.7pp | 282.24%-281.0pp |
| Employer contribution / active EE | $1,103 | $6,252-82.4% | $5,564-80.2% | $4,866-77.3% |
| Participant deferral / active EE | $11,400 | $5,507+107.0% | $4,895+132.9% | $5,352+113.0% |
| Admin fee / account holder | $3,477 | $13,580-74.4% | $11,612-70.1% | $9,541-63.6% |