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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 | $124,126 | $82,523+50.4% | $115,752+7.2% | $70,126+77.0% |
| Participation rate | 100.0% | 74.0%+26.0pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | 21.93% | 28.22%-6.3pp | 19.41%+2.5pp | 73.15%-51.2pp |
| Employer contribution / active EE | $517 | $2,758-81.2% | $3,492-85.2% | $2,343-77.9% |
| Participant deferral / active EE | $0 | $4,062-100.0% | $5,204-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,457 | $4,552-2.1% | $6,278-29.0% | $4,645-4.1% |