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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 | $50,998 | $87,834-41.9% | $133,975-61.9% | $62,881-18.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 108.63% | 12.05%+96.6pp | 29.29%+79.3pp | 20.14%+88.5pp |
| Employer contribution / active EE | $440 | $3,482-87.4% | $5,211-91.6% | $2,281-80.7% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $392 | $5,372-92.7% | $9,324-95.8% | $4,296-90.9% |