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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 | $63,787 | $156,398-59.2% | $147,318-56.7% | $138,895-54.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.41% | 78.75%-62.3pp | 70.43%-54.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $375 | $4,853-92.3% | $4,593-91.8% | $4,194-91.1% |
| Participant deferral / active EE | $3,750 | $8,237-54.5% | $7,906-52.6% | $6,396-41.4% |
| Admin fee / account holder | $2,716 | $14,976-81.9% | $13,708-80.2% | $12,562-78.4% |