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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 | $26,211 | $117,904-77.8% | $102,457-74.4% | $145,978-82.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 37.06% | 31.80%+5.3pp | 29.41%+7.6pp | 550.52%-513.5pp |
| Employer contribution / active EE | $441 | $3,613-87.8% | $3,022-85.4% | $4,662-90.5% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,054-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,500 | $13,329-81.2% | $9,451-73.5% | $13,400-81.3% |