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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 | $152,519 | $223,823-31.9% | $211,142-27.8% | $154,746-1.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 11.98% | 50.39%-38.4pp | 46.84%-34.9pp | 172.34%-160.4pp |
| Employer contribution / active EE | $998 | $6,787-85.3% | $6,442-84.5% | $4,379-77.2% |
| Participant deferral / active EE | $14,769 | $9,750+51.5% | $9,284+59.1% | $6,730+119.4% |
| Admin fee / account holder | $7,843 | $19,707-60.2% | $19,076-58.9% | $14,365-45.4% |