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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 | $72,724 | $46,534+56.3% | $64,097+13.5% | $75,177-3.3% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 15.39% | 26.07%-10.7pp | 33.75%-18.4pp | 160.75%-145.4pp |
| Employer contribution / active EE | $74 | $1,976-96.3% | $2,750-97.3% | $2,671-97.2% |
| Participant deferral / active EE | $5,195 | $2,835+83.3% | $3,881+33.8% | $4,126+25.9% |
| Admin fee / account holder | $819 | $2,957-72.3% | $3,070-73.3% | $5,651-85.5% |