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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 | $180,691 | $109,904+64.4% | $97,167+86.0% | $145,959+23.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.07% | 243.43%-230.4pp | 75.27%-62.2pp | 561.95%-548.9pp |
| Employer contribution / active EE | $68 | $3,084-97.8% | $2,729-97.5% | $4,661-98.6% |
| Participant deferral / active EE | $5,694 | $4,676+21.8% | $4,264+33.5% | $6,689-14.9% |
| Admin fee / account holder | $969 | $6,216-84.4% | $5,650-82.9% | $13,398-92.8% |