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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 | $52,201 | $113,941-54.2% | $94,229-44.6% | $125,389-58.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 7.21% | 5.29%+1.9pp | 10.68%-3.5pp | 282.24%-275.0pp |
| Employer contribution / active EE | $714 | $4,727-84.9% | $3,587-80.1% | $4,866-85.3% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $351 | $8,392-95.8% | $6,269-94.4% | $9,541-96.3% |