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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 | $95,975 | $155,555-38.3% | $146,866-34.7% | $155,188-38.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.07% | 115.41%-103.3pp | 102.85%-90.8pp | 148.84%-136.8pp |
| Employer contribution / active EE | $459 | $4,647-90.1% | $4,425-89.6% | $4,248-89.2% |
| Participant deferral / active EE | $4,591 | $8,044-42.9% | $7,759-40.8% | $6,531-29.7% |
| Admin fee / account holder | $2,977 | $14,755-79.8% | $13,620-78.1% | $14,480-79.4% |