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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 | $106,335 | $167,533-36.5% | $151,645-29.9% | $134,545-21.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 315.55% | 7.81%+307.7pp | 3.34%+312.2pp | 418.37%-102.8pp |
| Employer contribution / active EE | $810 | $6,828-88.1% | $6,165-86.9% | $4,742-82.9% |
| Participant deferral / active EE | $21,250 | $8,985+136.5% | $8,363+154.1% | $6,401+232.0% |
| Admin fee / account holder | $1,182 | $13,781-91.4% | $11,614-89.8% | $11,431-89.7% |