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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 | $57,348 | $107,353-46.6% | $92,903-38.3% | $152,885-62.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 25.16% | 145.62%-120.5pp | 109.43%-84.3pp | 345.39%-320.2pp |
| Employer contribution / active EE | $488 | $4,222-88.4% | $3,653-86.6% | $4,763-89.8% |
| Participant deferral / active EE | $6,381 | $4,848+31.6% | $4,238+50.6% | $5,851+9.1% |
| Admin fee / account holder | $1,037 | $7,081-85.4% | $5,795-82.1% | $11,598-91.1% |