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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 | $102,004 | $148,629-31.4% | $135,982-25.0% | $139,487-26.9% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 16.19% | 79.33%-63.1pp | 68.32%-52.1pp | 373.84%-357.7pp |
| Employer contribution / active EE | $651 | $5,247-87.6% | $4,859-86.6% | $4,755-86.3% |
| Participant deferral / active EE | $6,616 | $8,102-18.3% | $7,760-14.7% | $6,713-1.4% |
| Admin fee / account holder | $2,208 | $12,406-82.2% | $10,767-79.5% | $11,407-80.6% |