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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 | $48,639 | $185,883-73.8% | $170,043-71.4% | $139,466-65.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.95% | 60.54%-45.6pp | 53.40%-38.5pp | 373.66%-358.7pp |
| Employer contribution / active EE | $1,434 | $7,596-81.1% | $6,790-78.9% | $4,754-69.8% |
| Participant deferral / active EE | $9,053 | $11,626-22.1% | $10,410-13.0% | $6,712+34.9% |
| Admin fee / account holder | $17,165 | $15,393+11.5% | $12,824+33.8% | $11,409+50.5% |