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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 | $77,176 | $201,372-61.7% | $184,260-58.1% | $145,884-47.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.18% | 29.04%-5.9pp | 28.84%-5.7pp | 551.85%-528.7pp |
| Employer contribution / active EE | $1,429 | $7,024-79.7% | $6,427-77.8% | $4,662-69.4% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $345 | $16,362-97.9% | $13,898-97.5% | $13,392-97.4% |