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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 | $44,813 | $111,535-59.8% | $105,223-57.4% | $137,256-67.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.65% | 237.85%-223.2pp | 180.65%-166.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $30 | $3,939-99.2% | $3,689-99.2% | $4,156-99.3% |
| Participant deferral / active EE | $2,919 | $5,500-46.9% | $5,072-42.5% | $6,407-54.4% |
| Admin fee / account holder | $510 | $9,721-94.8% | $8,859-94.2% | $12,270-95.8% |