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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 | $28,846 | $111,535-74.1% | $105,223-72.6% | $137,256-79.0% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.0%+19.7pp | 80.0%+14.8pp |
| Annual return | 13.99% | 237.85%-223.9pp | 180.65%-166.7pp | 220.34%-206.3pp |
| Employer contribution / active EE | $526 | $3,939-86.6% | $3,689-85.7% | $4,156-87.3% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $315 | $9,721-96.8% | $8,859-96.4% | $12,270-97.4% |