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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 | $62,396 | $185,856-66.4% | $170,028-63.3% | $139,456-55.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.99% | 60.52%-43.5pp | 53.39%-36.4pp | 373.45%-356.5pp |
| Employer contribution / active EE | $810 | $7,593-89.3% | $6,788-88.1% | $4,753-83.0% |
| Participant deferral / active EE | $30,000 | $11,623+158.1% | $10,409+188.2% | $6,711+347.0% |
| Admin fee / account holder | $345 | $15,387-97.8% | $12,820-97.3% | $11,407-97.0% |