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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 | $32,634 | $160,028-79.6% | $147,080-77.8% | $145,884-77.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.97% | 98.60%-88.6pp | 420.17%-410.2pp | 551.85%-541.9pp |
| Employer contribution / active EE | $721 | $5,286-86.4% | $4,933-85.4% | $4,662-84.5% |
| Participant deferral / active EE | $9,575 | $8,422+13.7% | $8,066+18.7% | $6,690+43.1% |
| Admin fee / account holder | $364 | $15,030-97.6% | $12,989-97.2% | $13,392-97.3% |