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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 | $80,959 | $209,422-61.3% | $178,503-54.6% | $158,982-49.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.46% | 188.81%-174.4pp | 151.12%-136.7pp | 302.99%-288.5pp |
| Employer contribution / active EE | $808 | $5,707-85.8% | $5,011-83.9% | $4,763-83.0% |
| Participant deferral / active EE | $2,366 | $5,955-60.3% | $5,202-54.5% | $5,983-60.5% |
| Admin fee / account holder | $1,086 | $17,079-93.6% | $13,987-92.2% | $11,252-90.3% |