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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 | $83,950 | $157,296-46.6% | $141,191-40.5% | $152,897-45.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.87% | 64.34%-43.5pp | 71.41%-50.5pp | 345.43%-324.6pp |
| Employer contribution / active EE | $465 | $5,262-91.2% | $4,736-90.2% | $4,764-90.2% |
| Participant deferral / active EE | $4,673 | $7,111-34.3% | $6,710-30.4% | $5,851-20.1% |
| Admin fee / account holder | $2,006 | $12,125-83.5% | $10,264-80.5% | $11,599-82.7% |