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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 | $50,706 | $104,251-51.4% | $91,004-44.3% | $147,586-65.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 15.49% | 27.06%-11.6pp | 4.60%+10.9pp | 578.59%-563.1pp |
| Employer contribution / active EE | $332 | $3,116-89.4% | $2,456-86.5% | $4,876-93.2% |
| Participant deferral / active EE | $2,096 | $4,195-50.0% | $3,548-40.9% | $5,439-61.5% |
| Admin fee / account holder | $9,132 | $8,948+2.1% | $5,417+68.6% | $10,886-16.1% |