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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 | $41,333 | $103,393-60.0% | $87,103-52.5% | $152,909-73.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 23.44% | 28.10%-4.7pp | 28.19%-4.8pp | 345.46%-322.0pp |
| Employer contribution / active EE | $360 | $3,221-88.8% | $2,521-85.7% | $4,764-92.5% |
| Participant deferral / active EE | $2,291 | $4,778-52.1% | $4,049-43.4% | $5,851-60.9% |
| Admin fee / account holder | $2,443 | $12,195-80.0% | $7,491-67.4% | $11,601-78.9% |