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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 | $51,973 | $142,430-63.5% | $115,170-54.9% | $152,885-66.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 16.44% | 41.48%-25.0pp | 35.60%-19.2pp | 345.39%-328.9pp |
| Employer contribution / active EE | $699 | $4,011-82.6% | $3,179-78.0% | $4,763-85.3% |
| Participant deferral / active EE | $3,005 | $5,165-41.8% | $4,169-27.9% | $5,851-48.6% |
| Admin fee / account holder | $1,637 | $8,464-80.7% | $7,089-76.9% | $11,598-85.9% |