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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 | $201,344-77.8% | $184,243-75.7% | $145,877-69.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.59% | 29.01%-15.4pp | 28.82%-15.2pp | 551.28%-537.7pp |
| Employer contribution / active EE | $577 | $7,022-91.8% | $6,427-91.0% | $4,663-87.6% |
| Participant deferral / active EE | $5,994 | $9,807-38.9% | $9,132-34.4% | $6,691-10.4% |
| Admin fee / account holder | $329 | $16,382-98.0% | $13,914-97.6% | $13,402-97.5% |