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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 | $115,690 | $183,516-37.0% | $155,534-25.6% | $145,884-20.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.06% | 61.43%-42.4pp | 64.92%-45.9pp | 551.85%-532.8pp |
| Employer contribution / active EE | $415 | $5,315-92.2% | $4,675-91.1% | $4,662-91.1% |
| Participant deferral / active EE | $11,422 | $6,467+76.6% | $5,630+102.9% | $6,690+70.7% |
| Admin fee / account holder | $1,377 | $19,293-92.9% | $15,900-91.3% | $13,392-89.7% |