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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 | $81,888 | $212,386-61.4% | $199,883-59.0% | $138,895-41.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 15.37% | 47.75%-32.4pp | 43.81%-28.4pp | 145.39%-130.0pp |
| Employer contribution / active EE | $1,119 | $6,625-83.1% | $6,261-82.1% | $4,194-73.3% |
| Participant deferral / active EE | $4,679 | $9,617-51.3% | $9,138-48.8% | $6,396-26.8% |
| Admin fee / account holder | $6,182 | $18,233-66.1% | $17,268-64.2% | $12,562-50.8% |