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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 | $114,400 | $118,496-3.5% | $98,461+16.2% | $139,466-18.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 20.91% | 18.96%+2.0pp | 21.17%-0.3pp | 373.66%-352.8pp |
| Employer contribution / active EE | $684 | $3,611-81.0% | $3,049-77.6% | $4,754-85.6% |
| Participant deferral / active EE | $13,538 | $5,393+151.0% | $4,738+185.7% | $6,712+101.7% |
| Admin fee / account holder | $1,813 | $14,056-87.1% | $8,961-79.8% | $11,409-84.1% |