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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 | $185,856-73.8% | $170,028-71.4% | $139,456-65.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.95% | 60.52%-45.6pp | 53.39%-38.4pp | 373.45%-358.5pp |
| Employer contribution / active EE | $1,434 | $7,593-81.1% | $6,788-78.9% | $4,753-69.8% |
| Participant deferral / active EE | $9,053 | $11,623-22.1% | $10,409-13.0% | $6,711+34.9% |
| Admin fee / account holder | $17,165 | $15,387+11.6% | $12,820+33.9% | $11,407+50.5% |