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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 | $35,512 | $160,070-77.8% | $147,117-75.9% | $145,897-75.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.47% | 98.69%-85.2pp | 420.54%-407.1pp | 552.29%-538.8pp |
| Employer contribution / active EE | $997 | $5,285-81.1% | $4,932-79.8% | $4,663-78.6% |
| Participant deferral / active EE | $9,705 | $8,419+15.3% | $8,065+20.3% | $6,689+45.1% |
| Admin fee / account holder | $1,077 | $15,035-92.8% | $12,993-91.7% | $13,390-92.0% |