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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 | $166,089-71.4% | $164,928-71.2% | $145,978-67.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.67% | 100.26%-90.6pp | 70.08%-60.4pp | 550.52%-540.8pp |
| Employer contribution / active EE | $1,026 | $5,276-80.6% | $4,343-76.4% | $4,662-78.0% |
| Participant deferral / active EE | $4,136 | $6,961-40.6% | $6,034-31.5% | $6,690-38.2% |
| Admin fee / account holder | $2,462 | $16,641-85.2% | $12,684-80.6% | $13,400-81.6% |