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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 | $191,614 | $81,870+134.0% | $119,634+60.2% | $68,490+179.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 28.26% | -23.82%+52.1pp | -14.98%+43.2pp | -7.85%+36.1pp |
| Employer contribution / active EE | $459 | $2,692-83.0% | $4,232-89.2% | $2,597-82.3% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $349 | $6,583-94.7% | $10,329-96.6% | $5,403-93.5% |