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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 | $54,271 | $183,516-70.4% | $155,534-65.1% | $145,884-62.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.26% | 61.43%-34.2pp | 64.92%-37.7pp | 551.85%-524.6pp |
| Employer contribution / active EE | $750 | $5,315-85.9% | $4,675-84.0% | $4,662-83.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $30,526 | $19,293+58.2% | $15,900+92.0% | $13,392+127.9% |