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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 | $92,131 | $211,239-56.4% | $178,528-48.4% | $145,877-36.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.29% | 30.22%-15.9pp | 27.11%-12.8pp | 551.28%-537.0pp |
| Employer contribution / active EE | $184 | $4,570-96.0% | $3,950-95.3% | $4,663-96.1% |
| Participant deferral / active EE | $2,738 | $6,963-60.7% | $6,278-56.4% | $6,691-59.1% |
| Admin fee / account holder | $1,544 | $12,095-87.2% | $10,419-85.2% | $13,402-88.5% |