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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 | $36,798 | $227,597-83.8% | $189,575-80.6% | $167,536-78.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 41.91% | 78.44%-36.5pp | 64.19%-22.3pp | 478.82%-436.9pp |
| Employer contribution / active EE | $345 | $5,316-93.5% | $4,412-92.2% | $4,839-92.9% |
| Participant deferral / active EE | $2,773 | $7,002-60.4% | $6,174-55.1% | $6,342-56.3% |
| Admin fee / account holder | $19,665 | $11,877+65.6% | $9,806+100.5% | $12,315+59.7% |