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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 | $104,814 | $91,559+14.5% | $133,978-21.8% | $79,856+31.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 10.91% | 61.85%-50.9pp | 45.10%-34.2pp | 31.71%-20.8pp |
| Employer contribution / active EE | $47 | $2,384-98.0% | $3,919-98.8% | $2,471-98.1% |
| Participant deferral / active EE | $2,384 | $3,734-36.2% | $5,047-52.8% | $3,741-36.3% |
| Admin fee / account holder | $810 | $6,321-87.2% | $8,930-90.9% | $5,306-84.7% |