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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 | $127,525 | $108,882+17.1% | $96,754+31.8% | $154,746-17.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 10.79% | 98.39%-87.6pp | 82.04%-71.2pp | 172.34%-161.5pp |
| Employer contribution / active EE | $198 | $3,018-93.4% | $2,679-92.6% | $4,379-95.5% |
| Participant deferral / active EE | $3,083 | $5,323-42.1% | $4,758-35.2% | $6,730-54.2% |
| Admin fee / account holder | $2,707 | $10,200-73.5% | $8,905-69.6% | $14,365-81.2% |