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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 | $129,296 | $154,228-16.2% | $145,433-11.1% | $137,256-5.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.19% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $734 | $4,804-84.7% | $4,554-83.9% | $4,156-82.3% |
| Participant deferral / active EE | $3,397 | $8,216-58.7% | $7,897-57.0% | $6,407-47.0% |
| Admin fee / account holder | $928 | $14,344-93.5% | $13,129-92.9% | $12,270-92.4% |