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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 | $76,801 | $157,304-51.2% | $141,197-45.6% | $152,909-49.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.96% | 64.34%-34.4pp | 71.41%-41.4pp | 345.46%-315.5pp |
| Employer contribution / active EE | $583 | $5,263-88.9% | $4,736-87.7% | $4,764-87.8% |
| Participant deferral / active EE | $16,667 | $7,111+134.4% | $6,710+148.4% | $5,851+184.8% |
| Admin fee / account holder | $1,464 | $12,126-87.9% | $10,265-85.7% | $11,601-87.4% |