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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 | $130,290 | $227,291-42.7% | $214,702-39.3% | $155,188-16.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 15.66% | 60.08%-44.4pp | 54.55%-38.9pp | 148.84%-133.2pp |
| Employer contribution / active EE | $758 | $6,772-88.8% | $6,461-88.3% | $4,248-82.2% |
| Participant deferral / active EE | $13,226 | $9,582+38.0% | $9,147+44.6% | $6,531+102.5% |
| Admin fee / account holder | $11,003 | $20,413-46.1% | $19,830-44.5% | $14,480-24.0% |