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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 | $36,259 | $127,387-71.5% | $115,038-68.5% | $125,389-71.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.78% | 31.28%-33.1pp | 26.14%-27.9pp | 282.24%-284.0pp |
| Employer contribution / active EE | $761 | $5,166-85.3% | $4,608-83.5% | $4,866-84.4% |
| Participant deferral / active EE | $2,256 | $6,423-64.9% | $6,026-62.6% | $5,352-57.8% |
| Admin fee / account holder | $328 | $9,516-96.5% | $8,175-96.0% | $9,541-96.6% |