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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 | $160,070-59.3% | $147,117-55.7% | $145,897-55.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.57% | 98.69%-86.1pp | 420.54%-408.0pp | 552.29%-539.7pp |
| Employer contribution / active EE | $584 | $5,285-88.9% | $4,932-88.2% | $4,663-87.5% |
| Participant deferral / active EE | $13,785 | $8,419+63.7% | $8,065+70.9% | $6,689+106.1% |
| Admin fee / account holder | $3,208 | $15,035-78.7% | $12,993-75.3% | $13,390-76.0% |