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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 | $54,335 | $132,634-59.0% | $115,768-53.1% | $137,256-60.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 14.16% | 160.70%-146.5pp | 100.46%-86.3pp | 220.34%-206.2pp |
| Employer contribution / active EE | $451 | $3,360-86.6% | $2,940-84.7% | $4,156-89.2% |
| Participant deferral / active EE | $1,884 | $5,619-66.5% | $4,917-61.7% | $6,407-70.6% |
| Admin fee / account holder | $2,371 | $15,028-84.2% | $12,439-80.9% | $12,270-80.7% |