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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 | $64,366 | $183,516-64.9% | $155,534-58.6% | $145,884-55.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.60% | 61.43%-38.8pp | 64.92%-42.3pp | 551.85%-529.2pp |
| Employer contribution / active EE | $399 | $5,315-92.5% | $4,675-91.5% | $4,662-91.4% |
| Participant deferral / active EE | $2,500 | $6,467-61.3% | $5,630-55.6% | $6,690-62.6% |
| Admin fee / account holder | $715 | $19,293-96.3% | $15,900-95.5% | $13,392-94.7% |