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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 | $43,398 | $232,540-81.3% | $185,117-76.6% | $147,585-70.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 6.72% | 43.03%-36.3pp | 40.50%-33.8pp | 578.58%-571.9pp |
| Employer contribution / active EE | -$1,905 | $5,195-136.7% | $4,182-145.5% | $4,876-139.1% |
| Participant deferral / active EE | $1,793 | $5,834-69.3% | $5,045-64.5% | $5,439-67.0% |
| Admin fee / account holder | $53,645 | $10,275+422.1% | $8,159+557.5% | $10,886+392.8% |