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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 | $65,453 | $183,627-64.4% | $155,602-57.9% | $145,978-55.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.02% | 61.32%-48.3pp | 64.81%-51.8pp | 550.52%-537.5pp |
| Employer contribution / active EE | $984 | $5,316-81.5% | $4,675-79.0% | $4,662-78.9% |
| Participant deferral / active EE | $2,347 | $6,466-63.7% | $5,629-58.3% | $6,690-64.9% |
| Admin fee / account holder | $30,337 | $19,327+57.0% | $15,923+90.5% | $13,400+126.4% |