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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 | $81,382 | $77,416+5.1% | $69,464+17.2% | $152,897-46.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 11.34% | 39.08%-27.7pp | 28.98%-17.6pp | 345.43%-334.1pp |
| Employer contribution / active EE | -$167 | $3,315-105.0% | $2,779-106.0% | $4,764-103.5% |
| Participant deferral / active EE | $0 | $4,413-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,563 | $6,208+37.9% | $3,840+123.0% | $11,599-26.2% |