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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 | $29,776 | $183,516-83.8% | $155,534-80.9% | $145,884-79.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.97% | 61.43%-52.5pp | 64.92%-55.9pp | 551.85%-542.9pp |
| Employer contribution / active EE | $625 | $5,315-88.2% | $4,675-86.6% | $4,662-86.6% |
| Participant deferral / active EE | $3,612 | $6,467-44.2% | $5,630-35.9% | $6,690-46.0% |
| Admin fee / account holder | $34,417 | $19,293+78.4% | $15,900+116.5% | $13,392+157.0% |