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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 | $102,832 | $98,776+4.1% | $149,745-31.3% | $79,856+28.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 41.38% | 27.38%+14.0pp | 276.72%-235.3pp | 31.71%+9.7pp |
| Employer contribution / active EE | $578 | $3,217-82.0% | $4,646-87.6% | $2,471-76.6% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $15,287 | $6,053+152.6% | $9,312+64.2% | $5,306+188.1% |