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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 | $53,675 | $201,344-73.3% | $184,243-70.9% | $145,877-63.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.94% | 29.01%-15.1pp | 28.82%-14.9pp | 551.28%-537.3pp |
| Employer contribution / active EE | $910 | $7,022-87.0% | $6,427-85.8% | $4,663-80.5% |
| Participant deferral / active EE | $4,842 | $9,807-50.6% | $9,132-47.0% | $6,691-27.6% |
| Admin fee / account holder | $8,110 | $16,382-50.5% | $13,914-41.7% | $13,402-39.5% |