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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 | $67,888 | $157,296-56.8% | $141,191-51.9% | $152,897-55.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.66% | 64.34%-39.7pp | 71.41%-46.8pp | 345.43%-320.8pp |
| Employer contribution / active EE | $592 | $5,262-88.8% | $4,736-87.5% | $4,764-87.6% |
| Participant deferral / active EE | $6,916 | $7,111-2.7% | $6,710+3.1% | $5,851+18.2% |
| Admin fee / account holder | $839 | $12,125-93.1% | $10,264-91.8% | $11,599-92.8% |