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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 | $66,070 | $160,028-58.7% | $147,080-55.1% | $145,884-54.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.75% | 98.60%-82.8pp | 420.17%-404.4pp | 551.85%-536.1pp |
| Employer contribution / active EE | $559 | $5,286-89.4% | $4,933-88.7% | $4,662-88.0% |
| Participant deferral / active EE | $11,683 | $8,422+38.7% | $8,066+44.8% | $6,690+74.6% |
| Admin fee / account holder | $373 | $15,030-97.5% | $12,989-97.1% | $13,392-97.2% |