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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 | $26,910 | $185,312-85.5% | $161,489-83.3% | $154,746-82.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 10.82% | 103.84%-93.0pp | 89.72%-78.9pp | 172.34%-161.5pp |
| Employer contribution / active EE | $530 | $4,769-88.9% | $4,268-87.6% | $4,379-87.9% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,875 | $18,654-89.9% | $16,006-88.3% | $14,365-86.9% |