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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 | $66,503 | $165,361-59.8% | $149,715-55.6% | $158,950-58.2% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 80.93% | 348.24%-267.3pp | 276.66%-195.7pp | 302.91%-222.0pp |
| Employer contribution / active EE | $316 | $5,103-93.8% | $4,645-93.2% | $4,762-93.4% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $330 | $10,808-96.9% | $9,310-96.5% | $11,248-97.1% |