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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 | $44,743 | $201,372-77.8% | $184,260-75.7% | $145,884-69.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.59% | 29.04%-15.4pp | 28.84%-15.2pp | 551.85%-538.3pp |
| Employer contribution / active EE | $577 | $7,024-91.8% | $6,427-91.0% | $4,662-87.6% |
| Participant deferral / active EE | $5,994 | $9,808-38.9% | $9,133-34.4% | $6,690-10.4% |
| Admin fee / account holder | $329 | $16,362-98.0% | $13,898-97.6% | $13,392-97.5% |