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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 | $185,312-83.6% | $161,489-81.2% | $154,746-80.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.31% | 103.84%-91.5pp | 89.72%-77.4pp | 172.34%-160.0pp |
| Employer contribution / active EE | $116 | $4,769-97.6% | $4,268-97.3% | $4,379-97.3% |
| Participant deferral / active EE | $2,558 | $6,350-59.7% | $5,630-54.6% | $6,730-62.0% |
| Admin fee / account holder | $323 | $18,654-98.3% | $16,006-98.0% | $14,365-97.8% |