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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 | $89,067 | $112,131-20.6% | $95,964-7.2% | $158,982-44.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.35% | 171.19%-160.8pp | 91.64%-81.3pp | 302.99%-292.6pp |
| Employer contribution / active EE | $409 | $3,199-87.2% | $2,541-83.9% | $4,763-91.4% |
| Participant deferral / active EE | $3,594 | $4,784-24.9% | $4,167-13.7% | $5,983-39.9% |
| Admin fee / account holder | $14,250 | $10,136+40.6% | $6,797+109.6% | $11,252+26.6% |