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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 | $56,597 | $138,386-59.1% | $184,260-69.3% | $80,935-30.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 23.35% | 20.02%+3.3pp | 28.84%-5.5pp | 35.66%-12.3pp |
| Employer contribution / active EE | $735 | $4,851-84.8% | $6,427-88.6% | $2,757-73.3% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,299-100.0% |
| Admin fee / account holder | $376 | $10,489-96.4% | $13,898-97.3% | $6,924-94.6% |