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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 | $102,382+7.7% | $147,005-25.0% | $80,874+36.3% |
| Participation rate | 98.4% | 75.8%+22.5pp | 82.2%+16.2pp | 67.6%+30.7pp |
| Annual return | 32.51% | 134.89%-102.4pp | 418.76%-386.3pp | 35.62%-3.1pp |
| Employer contribution / active EE | $624 | $3,715-83.2% | $4,934-87.3% | $2,756-77.3% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $541 | $7,942-93.2% | $13,006-95.8% | $6,935-92.2% |