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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 | $121,286 | $172,111-29.5% | $150,298-19.3% | $137,256-11.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.55% | 69.37%-50.8pp | 62.79%-44.2pp | 220.34%-201.8pp |
| Employer contribution / active EE | $481 | $4,636-89.6% | $4,154-88.4% | $4,156-88.4% |
| Participant deferral / active EE | $1,823 | $6,166-70.4% | $5,453-66.6% | $6,407-71.5% |
| Admin fee / account holder | $1,439 | $16,471-91.3% | $14,116-89.8% | $12,270-88.3% |