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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 | $79,704 | $157,296-49.3% | $141,191-43.5% | $152,897-47.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 36.49% | 64.34%-27.9pp | 71.41%-34.9pp | 345.43%-308.9pp |
| Employer contribution / active EE | $401 | $5,262-92.4% | $4,736-91.5% | $4,764-91.6% |
| Participant deferral / active EE | $9,247 | $7,111+30.0% | $6,710+37.8% | $5,851+58.0% |
| Admin fee / account holder | $431 | $12,125-96.4% | $10,264-95.8% | $11,599-96.3% |