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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 | $52,758 | $157,296-66.5% | $141,191-62.6% | $152,897-65.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.51% | 64.34%-43.8pp | 71.41%-50.9pp | 345.43%-324.9pp |
| Employer contribution / active EE | $704 | $5,262-86.6% | $4,736-85.1% | $4,764-85.2% |
| Participant deferral / active EE | $2,800 | $7,111-60.6% | $6,710-58.3% | $5,851-52.1% |
| Admin fee / account holder | $1,628 | $12,125-86.6% | $10,264-84.1% | $11,599-86.0% |