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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 | $57,719 | $127,386-54.7% | $115,037-49.8% | $125,393-54.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.05% | 31.28%-32.3pp | 26.14%-27.2pp | 282.23%-283.3pp |
| Employer contribution / active EE | $665 | $5,166-87.1% | $4,608-85.6% | $4,866-86.3% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,351-100.0% |
| Admin fee / account holder | $703 | $9,516-92.6% | $8,175-91.4% | $9,541-92.6% |