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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 | $95,331 | $223,823-57.4% | $211,142-54.8% | $154,746-38.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 12.32% | 50.39%-38.1pp | 46.84%-34.5pp | 172.34%-160.0pp |
| Employer contribution / active EE | $775 | $6,787-88.6% | $6,442-88.0% | $4,379-82.3% |
| Participant deferral / active EE | $12,100 | $9,750+24.1% | $9,284+30.3% | $6,730+79.8% |
| Admin fee / account holder | $1,146 | $19,707-94.2% | $19,076-94.0% | $14,365-92.0% |