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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 | $117,846-77.8% | $102,434-74.4% | $145,884-82.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 37.06% | 31.90%+5.2pp | 29.46%+7.6pp | 551.85%-514.8pp |
| Employer contribution / active EE | $441 | $3,615-87.8% | $3,023-85.4% | $4,662-90.5% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,500 | $13,356-81.3% | $9,462-73.6% | $13,392-81.3% |