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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 | $40,143 | $142,354-71.8% | $125,529-68.0% | $155,188-74.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 14.54% | 306.06%-291.5pp | 202.56%-188.0pp | 148.84%-134.3pp |
| Employer contribution / active EE | $459 | $3,501-86.9% | $3,058-85.0% | $4,248-89.2% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,869 | $19,392-80.0% | $16,298-76.3% | $14,480-73.3% |