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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 | $139,378 | $150,207-7.2% | $120,380+15.8% | $145,978-4.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 24.85% | 154.28%-129.4pp | 107.28%-82.4pp | 550.52%-525.7pp |
| Employer contribution / active EE | $625 | $4,351-85.6% | $3,465-82.0% | $4,662-86.6% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,992-100.0% | $6,690-100.0% |
| Admin fee / account holder | $917 | $12,203-92.5% | $9,421-90.3% | $13,400-93.2% |