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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 | $94,853 | $156,398-39.4% | $147,318-35.6% | $138,895-31.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.93% | 78.75%-59.8pp | 70.43%-51.5pp | 145.39%-126.5pp |
| Employer contribution / active EE | $262 | $4,853-94.6% | $4,593-94.3% | $4,194-93.8% |
| Participant deferral / active EE | $2,673 | $8,237-67.6% | $7,906-66.2% | $6,396-58.2% |
| Admin fee / account holder | $589 | $14,976-96.1% | $13,708-95.7% | $12,562-95.3% |