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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 | $23,094 | $154,228-85.0% | $145,433-84.1% | $137,256-83.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.06% | 74.59%-50.5pp | 66.58%-42.5pp | 220.34%-196.3pp |
| Employer contribution / active EE | $827 | $4,804-82.8% | $4,554-81.8% | $4,156-80.1% |
| Participant deferral / active EE | $8,351 | $8,216+1.6% | $7,897+5.7% | $6,407+30.3% |
| Admin fee / account holder | $2,997 | $14,344-79.1% | $13,129-77.2% | $12,270-75.6% |