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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 | $131,890 | $223,823-41.1% | $211,142-37.5% | $154,746-14.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 19.43% | 50.39%-31.0pp | 46.84%-27.4pp | 172.34%-152.9pp |
| Employer contribution / active EE | $1,077 | $6,787-84.1% | $6,442-83.3% | $4,379-75.4% |
| Participant deferral / active EE | $27,250 | $9,750+179.5% | $9,284+193.5% | $6,730+304.9% |
| Admin fee / account holder | $945 | $19,707-95.2% | $19,076-95.0% | $14,365-93.4% |