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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 | $168,626-73.2% | $133,698-66.2% | $145,897-69.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 11.41% | 1168.99%-1157.6pp | 580.90%-569.5pp | 552.29%-540.9pp |
| Employer contribution / active EE | $579 | $5,290-89.1% | $4,218-86.3% | $4,663-87.6% |
| Participant deferral / active EE | $13,075 | $8,688+50.5% | $7,016+86.4% | $6,689+95.5% |
| Admin fee / account holder | $498 | $9,638-94.8% | $6,703-92.6% | $13,390-96.3% |