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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 | $58,199 | $157,304-63.0% | $141,197-58.8% | $152,909-61.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.78% | 64.34%-36.6pp | 71.41%-43.6pp | 345.46%-317.7pp |
| Employer contribution / active EE | $25 | $5,263-99.5% | $4,736-99.5% | $4,764-99.5% |
| Participant deferral / active EE | $4,289 | $7,111-39.7% | $6,710-36.1% | $5,851-26.7% |
| Admin fee / account holder | $316 | $12,126-97.4% | $10,265-96.9% | $11,601-97.3% |