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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 | $60,519 | $201,344-69.9% | $184,243-67.2% | $145,877-58.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.50% | 29.01%-18.5pp | 28.82%-18.3pp | 551.28%-540.8pp |
| Employer contribution / active EE | $1,367 | $7,022-80.5% | $6,427-78.7% | $4,663-70.7% |
| Participant deferral / active EE | $4,903 | $9,807-50.0% | $9,132-46.3% | $6,691-26.7% |
| Admin fee / account holder | $517 | $16,382-96.8% | $13,914-96.3% | $13,402-96.1% |