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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 | $93,136 | $183,516-49.2% | $155,534-40.1% | $145,884-36.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.29% | 61.43%-50.1pp | 64.92%-53.6pp | 551.85%-540.6pp |
| Employer contribution / active EE | $342 | $5,315-93.6% | $4,675-92.7% | $4,662-92.7% |
| Participant deferral / active EE | $3,000 | $6,467-53.6% | $5,630-46.7% | $6,690-55.2% |
| Admin fee / account holder | $5,529 | $19,293-71.3% | $15,900-65.2% | $13,392-58.7% |