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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 | $90,065 | $174,379-48.4% | $152,093-40.8% | $138,895-35.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.78% | 74.86%-60.1pp | 66.36%-51.6pp | 145.39%-130.6pp |
| Employer contribution / active EE | $333 | $4,652-92.8% | $4,175-92.0% | $4,194-92.1% |
| Participant deferral / active EE | $6,047 | $6,159-1.8% | $5,451+10.9% | $6,396-5.5% |
| Admin fee / account holder | $13,335 | $16,880-21.0% | $14,497-8.0% | $12,562+6.2% |