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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 | $90,973 | $70,366+29.3% | $66,674+36.4% | $138,895-34.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 16.92% | 386.41%-369.5pp | 321.24%-304.3pp | 145.39%-128.5pp |
| Employer contribution / active EE | $386 | $2,765-86.1% | $2,620-85.3% | $4,194-90.8% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $4,964 | $5,262-5.7% | $5,098-2.6% | $12,562-60.5% |