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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 | $56,889 | $162,812-65.1% | $133,971-57.5% | $158,966-64.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.95% | 41.94%-31.0pp | 45.09%-34.1pp | 302.95%-292.0pp |
| Employer contribution / active EE | $793 | $4,976-84.1% | $3,919-79.8% | $4,762-83.3% |
| Participant deferral / active EE | $2,493 | $5,910-57.8% | $5,047-50.6% | $5,983-58.3% |
| Admin fee / account holder | $12,225 | $11,741+4.1% | $8,929+36.9% | $11,250+8.7% |