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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 | $26,822 | $127,387-78.9% | $115,038-76.7% | $125,389-78.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.91% | 31.28%-33.2pp | 26.14%-28.0pp | 282.24%-284.1pp |
| Employer contribution / active EE | $747 | $5,166-85.5% | $4,608-83.8% | $4,866-84.7% |
| Participant deferral / active EE | $2,303 | $6,423-64.1% | $6,026-61.8% | $5,352-57.0% |
| Admin fee / account holder | $1,835 | $9,516-80.7% | $8,175-77.6% | $9,541-80.8% |