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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 | $45,236 | $173,340-73.9% | $136,007-66.7% | $145,959-69.0% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.41% | 1163.32%-1151.9pp | 579.32%-567.9pp | 561.95%-550.5pp |
| Employer contribution / active EE | $579 | $5,275-89.0% | $4,215-86.3% | $4,661-87.6% |
| Participant deferral / active EE | $13,075 | $8,699+50.3% | $7,024+86.1% | $6,689+95.5% |
| Admin fee / account holder | $498 | $9,954-95.0% | $6,858-92.7% | $13,398-96.3% |