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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 | $74,503 | $185,856-59.9% | $170,028-56.2% | $139,456-46.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.29% | 60.52%-41.2pp | 53.39%-34.1pp | 373.45%-354.2pp |
| Employer contribution / active EE | $42 | $7,593-99.4% | $6,788-99.4% | $4,753-99.1% |
| Participant deferral / active EE | $21,491 | $11,623+84.9% | $10,409+106.5% | $6,711+220.2% |
| Admin fee / account holder | $53,098 | $15,387+245.1% | $12,820+314.2% | $11,407+365.5% |