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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 | $95,195 | $148,629-36.0% | $135,982-30.0% | $139,487-31.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.10% | 79.33%-63.2pp | 68.32%-52.2pp | 373.84%-357.7pp |
| Employer contribution / active EE | -$780 | $5,247-114.9% | $4,859-116.1% | $4,755-116.4% |
| Participant deferral / active EE | $6,604 | $8,102-18.5% | $7,760-14.9% | $6,713-1.6% |
| Admin fee / account holder | $1,467 | $12,406-88.2% | $10,767-86.4% | $11,407-87.1% |