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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 | $84,143 | $157,304-46.5% | $141,197-40.4% | $152,909-45.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 33.46% | 64.34%-30.9pp | 71.41%-37.9pp | 345.46%-312.0pp |
| Employer contribution / active EE | $238 | $5,263-95.5% | $4,736-95.0% | $4,764-95.0% |
| Participant deferral / active EE | $13,800 | $7,111+94.1% | $6,710+105.7% | $5,851+135.8% |
| Admin fee / account holder | $45,547 | $12,126+275.6% | $10,265+343.7% | $11,601+292.6% |