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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 | $46,204 | $135,956-66.0% | $123,894-62.7% | $273,972-83.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.44% | 56.63%-46.2pp | 47.52%-37.1pp | 41.46%-31.0pp |
| Employer contribution / active EE | $809 | $5,170-84.3% | $4,617-82.5% | $4,869-83.4% |
| Participant deferral / active EE | $3,237 | $6,343-49.0% | $5,984-45.9% | $5,287-38.8% |
| Admin fee / account holder | $2,103 | $9,817-78.6% | $8,357-74.8% | $10,133-79.2% |