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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 | $135,497 | $96,731+40.1% | $123,973+9.3% | $86,983+55.8% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 16.06% | 17.33%-1.3pp | 388.13%-372.1pp | 25.83%-9.8pp |
| Employer contribution / active EE | $189 | $3,297-94.3% | $4,126-95.4% | $2,584-92.7% |
| Participant deferral / active EE | $7,321 | $4,152+76.3% | $5,247+39.5% | $4,194+74.6% |
| Admin fee / account holder | $37,439 | $8,722+329.2% | $11,799+217.3% | $7,856+376.6% |