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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 | $118,742 | $118,875-0.1% | $96,572+23.0% | $167,553-29.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.73% | 50.50%-33.8pp | 37.79%-21.1pp | 478.89%-462.2pp |
| Employer contribution / active EE | $429 | $3,121-86.3% | $2,357-81.8% | $4,840-91.1% |
| Participant deferral / active EE | $4,333 | $4,617-6.1% | $3,850+12.6% | $6,343-31.7% |
| Admin fee / account holder | $375 | $8,070-95.3% | $6,183-93.9% | $12,316-97.0% |