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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 | $43,927 | $146,267-70.0% | $197,124-77.7% | $82,448-46.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 46.90% | 29.61%+17.3pp | 44.34%+2.6pp | 41.64%+5.3pp |
| Employer contribution / active EE | $79 | $4,723-98.3% | $6,227-98.7% | $2,551-96.9% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,434 | $14,422-90.1% | $16,298-91.2% | $7,234-80.2% |