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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 | $83,453 | $111,814-25.4% | $103,378-19.3% | $145,978-42.8% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 10.01% | 24.80%-14.8pp | 24.91%-14.9pp | 550.52%-540.5pp |
| Employer contribution / active EE | $229 | $4,215-94.6% | $3,870-94.1% | $4,662-95.1% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $689 | $9,764-92.9% | $8,401-91.8% | $13,400-94.9% |