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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 | $49,491 | $135,645-63.5% | $110,243-55.1% | $135,379-63.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -1.80% | 513.24%-515.0pp | 314.76%-316.6pp | 519.79%-521.6pp |
| Employer contribution / active EE | $869 | $4,907-82.3% | $3,827-77.3% | $4,779-81.8% |
| Participant deferral / active EE | $13,425 | $5,507+143.8% | $4,672+187.3% | $5,609+139.3% |
| Admin fee / account holder | $2,250 | $11,458-80.4% | $8,548-73.7% | $10,828-79.2% |