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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 | $96,941 | $178,174-45.6% | $156,181-37.9% | $137,256-29.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.54% | 84.19%-70.7pp | 64.87%-51.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $140 | $4,972-97.2% | $4,294-96.7% | $4,156-96.6% |
| Participant deferral / active EE | $2,730 | $6,888-60.4% | $6,132-55.5% | $6,407-57.4% |
| Admin fee / account holder | $9,089 | $17,404-47.8% | $14,586-37.7% | $12,270-25.9% |