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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 | $37,142 | $86,288-57.0% | $111,306-66.6% | $85,851-56.7% |
| Participation rate | 97.7% | 73.3%+24.4pp | 77.3%+20.4pp | 69.3%+28.4pp |
| Annual return | 37.95% | 19.99%+18.0pp | 54.67%-16.7pp | 318.63%-280.7pp |
| Employer contribution / active EE | $132 | $2,044-93.6% | $2,732-95.2% | $2,565-94.9% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $469 | $8,189-94.3% | $7,966-94.1% | $6,261-92.5% |