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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 | $37,923 | $124,314-69.5% | $109,163-65.3% | $167,518-77.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.08% | 26.04%-14.0pp | 25.75%-13.7pp | 478.71%-466.6pp |
| Employer contribution / active EE | $67 | $4,209-98.4% | $3,723-98.2% | $4,838-98.6% |
| Participant deferral / active EE | $2,972 | $5,256-43.5% | $4,654-36.1% | $6,342-53.1% |
| Admin fee / account holder | $7,133 | $7,973-10.5% | $6,754+5.6% | $12,312-42.1% |