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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 | $92,815 | $144,130-35.6% | $117,861-21.3% | $147,586-37.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.65% | 531.20%-511.5pp | 335.11%-315.5pp | 578.59%-558.9pp |
| Employer contribution / active EE | $499 | $4,897-89.8% | $3,786-86.8% | $4,876-89.8% |
| Participant deferral / active EE | $4,165 | $5,316-21.7% | $4,482-7.1% | $5,439-23.4% |
| Admin fee / account holder | $580 | $10,887-94.7% | $8,021-92.8% | $10,886-94.7% |