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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 | $275,752-52.2% | $256,809-48.6% | $198,609-33.6% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 19.43% | 34.81%-15.4pp | 32.73%-13.3pp | 202.70%-183.3pp |
| Employer contribution / active EE | $1,077 | $7,721-86.1% | $7,263-85.2% | $5,055-78.7% |
| Participant deferral / active EE | $27,250 | $10,037+171.5% | $9,520+186.2% | $6,977+290.6% |
| Admin fee / account holder | $945 | $25,716-96.3% | $25,146-96.2% | $19,030-95.0% |