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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 | $183,516-64.3% | $155,534-57.9% | $145,884-55.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.02% | 61.43%-48.4pp | 64.92%-51.9pp | 551.85%-538.8pp |
| Employer contribution / active EE | $984 | $5,315-81.5% | $4,675-79.0% | $4,662-78.9% |
| Participant deferral / active EE | $2,347 | $6,467-63.7% | $5,630-58.3% | $6,690-64.9% |
| Admin fee / account holder | $30,337 | $19,293+57.2% | $15,900+90.8% | $13,392+126.5% |