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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 | $77,387 | $123,155-37.2% | $108,753-28.8% | $155,188-50.1% |
| Participation rate | 84.2% | 75.6%+8.6pp | 71.1%+13.1pp | 80.8%+3.4pp |
| Annual return | 84.98% | 44.73%+40.3pp | 37.47%+47.5pp | 148.84%-63.9pp |
| Employer contribution / active EE | $290 | $2,811-89.7% | $2,427-88.0% | $4,248-93.2% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $446 | $12,126-96.3% | $10,320-95.7% | $14,480-96.9% |