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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 | $57,441 | $157,304-63.5% | $141,197-59.3% | $152,909-62.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.33% | 64.34%-46.0pp | 71.41%-53.1pp | 345.46%-327.1pp |
| Employer contribution / active EE | $525 | $5,263-90.0% | $4,736-88.9% | $4,764-89.0% |
| Participant deferral / active EE | $16,348 | $7,111+129.9% | $6,710+143.6% | $5,851+179.4% |
| Admin fee / account holder | $671 | $12,126-94.5% | $10,265-93.5% | $11,601-94.2% |