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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 | $26,658 | $165,399-83.9% | $149,745-82.2% | $158,982-83.2% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 27.78% | 348.34%-320.6pp | 276.72%-248.9pp | 302.99%-275.2pp |
| Employer contribution / active EE | $682 | $5,105-86.6% | $4,646-85.3% | $4,763-85.7% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $626 | $10,811-94.2% | $9,312-93.3% | $11,252-94.4% |