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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 | $91,978 | $83,857+9.7% | - | $147,586-37.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | - | 82.8%+17.2pp |
| Annual return | 14.67% | 26.67%-12.0pp | - | 578.59%-563.9pp |
| Employer contribution / active EE | $315 | $3,062-89.7% | - | $4,876-93.5% |
| Participant deferral / active EE | $9,190 | $4,009+129.2% | - | $5,439+69.0% |
| Admin fee / account holder | $7,861 | $6,093+29.0% | - | $10,886-27.8% |