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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 | $39,934 | $185,312-78.5% | $161,489-75.3% | $154,746-74.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.02% | 103.84%-89.8pp | 89.72%-75.7pp | 172.34%-158.3pp |
| Employer contribution / active EE | $3 | $4,769-99.9% | $4,268-99.9% | $4,379-99.9% |
| Participant deferral / active EE | $7,933 | $6,350+24.9% | $5,630+40.9% | $6,730+17.9% |
| Admin fee / account holder | $1,414 | $18,654-92.4% | $16,006-91.2% | $14,365-90.2% |