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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 | $97,496 | $115,810-15.8% | $101,271-3.7% | $158,966-38.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 30.92% | 56.15%-25.2pp | 46.48%-15.6pp | 302.95%-272.0pp |
| Employer contribution / active EE | $225 | $4,175-94.6% | $3,660-93.9% | $4,762-95.3% |
| Participant deferral / active EE | $1,926 | $4,958-61.2% | $4,371-55.9% | $5,983-67.8% |
| Admin fee / account holder | $51,597 | $7,248+611.9% | $5,948+767.5% | $11,250+358.6% |