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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 | $55,878 | $183,978-69.6% | $162,171-65.5% | $152,885-63.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 19.85% | 150.78%-130.9pp | 115.60%-95.8pp | 345.39%-325.5pp |
| Employer contribution / active EE | $693 | $6,370-89.1% | $5,613-87.7% | $4,763-85.5% |
| Participant deferral / active EE | $11,193 | $8,033+39.3% | $7,297+53.4% | $5,851+91.3% |
| Admin fee / account holder | $1,450 | $13,122-88.9% | $10,843-86.6% | $11,598-87.5% |