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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 | $51,075 | $157,296-67.5% | $141,191-63.8% | $152,897-66.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.57% | 64.34%-36.8pp | 71.41%-43.8pp | 345.43%-317.9pp |
| Employer contribution / active EE | $615 | $5,262-88.3% | $4,736-87.0% | $4,764-87.1% |
| Participant deferral / active EE | $2,372 | $7,111-66.6% | $6,710-64.7% | $5,851-59.5% |
| Admin fee / account holder | $369 | $12,125-97.0% | $10,264-96.4% | $11,599-96.8% |