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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 | $50,209 | $127,387-60.6% | $115,038-56.4% | $125,389-60.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.41% | 31.28%-30.9pp | 26.14%-25.7pp | 282.24%-281.8pp |
| Employer contribution / active EE | $682 | $5,166-86.8% | $4,608-85.2% | $4,866-86.0% |
| Participant deferral / active EE | $8,125 | $6,423+26.5% | $6,026+34.8% | $5,352+51.8% |
| Admin fee / account holder | $3,774 | $9,516-60.3% | $8,175-53.8% | $9,541-60.4% |