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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 | $47,479 | $166,242-71.4% | $165,071-71.2% | $145,884-67.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.67% | 100.44%-90.8pp | 70.17%-60.5pp | 551.85%-542.2pp |
| Employer contribution / active EE | $1,026 | $5,283-80.6% | $4,347-76.4% | $4,662-78.0% |
| Participant deferral / active EE | $4,136 | $6,964-40.6% | $6,035-31.5% | $6,690-38.2% |
| Admin fee / account holder | $2,462 | $16,658-85.2% | $12,695-80.6% | $13,392-81.6% |