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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 | $85,707 | $162,785-47.3% | $133,959-36.0% | $158,950-46.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.59% | 41.94%-31.4pp | 45.09%-34.5pp | 302.91%-292.3pp |
| Employer contribution / active EE | $920 | $4,975-81.5% | $3,919-76.5% | $4,762-80.7% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,920 | $11,738-83.6% | $8,928-78.5% | $11,248-82.9% |