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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 | $66,903 | $217,427-69.2% | $185,837-64.0% | $167,518-60.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.97% | 148.39%-136.4pp | 122.08%-110.1pp | 478.71%-466.7pp |
| Employer contribution / active EE | $496 | $5,874-91.6% | $5,168-90.4% | $4,838-89.7% |
| Participant deferral / active EE | $2,950 | $6,357-53.6% | $5,568-47.0% | $6,342-53.5% |
| Admin fee / account holder | $41,461 | $19,816+109.2% | $16,241+155.3% | $12,312+236.7% |