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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 | $33,601 | $174,379-80.7% | $152,093-77.9% | $138,895-75.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 20.48% | 74.86%-54.4pp | 66.36%-45.9pp | 145.39%-124.9pp |
| Employer contribution / active EE | $755 | $4,652-83.8% | $4,175-81.9% | $4,194-82.0% |
| Participant deferral / active EE | $2,340 | $6,159-62.0% | $5,451-57.1% | $6,396-63.4% |
| Admin fee / account holder | $2,937 | $16,880-82.6% | $14,497-79.7% | $12,562-76.6% |