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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 | $50,399 | $157,296-68.0% | $141,191-64.3% | $152,897-67.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.48% | 64.34%-41.9pp | 71.41%-48.9pp | 345.43%-323.0pp |
| Employer contribution / active EE | $290 | $5,262-94.5% | $4,736-93.9% | $4,764-93.9% |
| Participant deferral / active EE | $12,635 | $7,111+77.7% | $6,710+88.3% | $5,851+115.9% |
| Admin fee / account holder | $565 | $12,125-95.3% | $10,264-94.5% | $11,599-95.1% |