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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 | $107,584 | $217,432-50.5% | $185,851-42.1% | $167,553-35.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.30% | 148.43%-133.1pp | 122.11%-106.8pp | 478.89%-463.6pp |
| Employer contribution / active EE | $880 | $5,874-85.0% | $5,168-83.0% | $4,840-81.8% |
| Participant deferral / active EE | $10,439 | $6,357+64.2% | $5,569+87.5% | $6,343+64.6% |
| Admin fee / account holder | $1,424 | $19,820-92.8% | $16,245-91.2% | $12,316-88.4% |