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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 | $30,334 | $172,111-82.4% | $150,298-79.8% | $137,256-77.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.31% | 69.37%-57.1pp | 62.79%-50.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $116 | $4,636-97.5% | $4,154-97.2% | $4,156-97.2% |
| Participant deferral / active EE | $2,558 | $6,166-58.5% | $5,453-53.1% | $6,407-60.1% |
| Admin fee / account holder | $323 | $16,471-98.0% | $14,116-97.7% | $12,270-97.4% |