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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 | $65,188 | $159,934-59.2% | $147,005-55.7% | $145,959-55.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.57% | 98.24%-85.7pp | 418.76%-406.2pp | 561.95%-549.4pp |
| Employer contribution / active EE | $584 | $5,287-89.0% | $4,934-88.2% | $4,661-87.5% |
| Participant deferral / active EE | $13,785 | $8,427+63.6% | $8,070+70.8% | $6,689+106.1% |
| Admin fee / account holder | $3,208 | $15,053-78.7% | $13,006-75.3% | $13,398-76.1% |