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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 | $31,299 | $201,344-84.5% | $184,243-83.0% | $145,877-78.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.67% | 29.01%-14.3pp | 28.82%-14.1pp | 551.28%-536.6pp |
| Employer contribution / active EE | $1,206 | $7,022-82.8% | $6,427-81.2% | $4,663-74.1% |
| Participant deferral / active EE | $11,967 | $9,807+22.0% | $9,132+31.0% | $6,691+78.9% |
| Admin fee / account holder | $3,187 | $16,382-80.5% | $13,914-77.1% | $13,402-76.2% |