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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 | $100,826 | $201,344-49.9% | $184,243-45.3% | $145,877-30.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.31% | 29.01%-8.7pp | 28.82%-8.5pp | 551.28%-531.0pp |
| Employer contribution / active EE | $294 | $7,022-95.8% | $6,427-95.4% | $4,663-93.7% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,785 | $16,382-89.1% | $13,914-87.2% | $13,402-86.7% |