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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 | $38,786 | $157,829-75.4% | $136,867-71.7% | $198,609-80.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 12.97% | 51.25%-38.3pp | 42.97%-30.0pp | 202.70%-189.7pp |
| Employer contribution / active EE | $608 | $3,923-84.5% | $3,547-82.9% | $5,055-88.0% |
| Participant deferral / active EE | $7,808 | $5,463+42.9% | $4,924+58.6% | $6,977+11.9% |
| Admin fee / account holder | $745 | $11,107-93.3% | $10,340-92.8% | $19,030-96.1% |