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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 | $33,806 | $154,228-78.1% | $145,433-76.8% | $137,256-75.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.77% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $595 | $4,804-87.6% | $4,554-86.9% | $4,156-85.7% |
| Participant deferral / active EE | $32,902 | $8,216+300.4% | $7,897+316.6% | $6,407+413.5% |
| Admin fee / account holder | $25,772 | $14,344+79.7% | $13,129+96.3% | $12,270+110.0% |