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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 | $59,560 | $183,592-67.6% | $155,574-61.7% | $145,877-59.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.40% | 61.37%-50.0pp | 64.87%-53.5pp | 551.28%-539.9pp |
| Employer contribution / active EE | $599 | $5,317-88.7% | $4,676-87.2% | $4,663-87.2% |
| Participant deferral / active EE | $8,941 | $6,466+38.3% | $5,629+58.8% | $6,691+33.6% |
| Admin fee / account holder | $153,717 | $19,316+695.8% | $15,914+865.9% | $13,402+1047.0% |