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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 | $32,478 | $165,361-80.4% | $149,715-78.3% | $158,950-79.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.73% | 348.24%-325.5pp | 276.66%-253.9pp | 302.91%-280.2pp |
| Employer contribution / active EE | $605 | $5,103-88.1% | $4,645-87.0% | $4,762-87.3% |
| Participant deferral / active EE | $2,784 | $7,182-61.2% | $6,842-59.3% | $5,983-53.5% |
| Admin fee / account holder | $1,928 | $10,808-82.2% | $9,310-79.3% | $11,248-82.9% |