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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 | $110,259 | $102,422+7.7% | $147,117-25.1% | $80,959+36.2% |
| Participation rate | 98.4% | 75.9%+22.5pp | 82.2%+16.2pp | 67.7%+30.7pp |
| Annual return | 32.51% | 135.16%-102.6pp | 420.54%-388.0pp | 35.67%-3.2pp |
| Employer contribution / active EE | $624 | $3,717-83.2% | $4,932-87.3% | $2,757-77.4% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $541 | $7,953-93.2% | $12,993-95.8% | $6,925-92.2% |