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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 | $61,319 | $211,946-71.1% | $169,452-63.8% | $135,380-54.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 11.79% | 3.26%+8.5pp | 1.83%+10.0pp | 519.81%-508.0pp |
| Employer contribution / active EE | $308 | $5,117-94.0% | $4,157-92.6% | $4,779-93.6% |
| Participant deferral / active EE | $2,459 | $6,075-59.5% | $5,277-53.4% | $5,609-56.2% |
| Admin fee / account holder | $554 | $11,472-95.2% | $9,110-93.9% | $10,828-94.9% |