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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 | $50,976 | $144,130-64.6% | $117,861-56.7% | $147,586-65.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.80% | 531.20%-516.4pp | 335.11%-320.3pp | 578.59%-563.8pp |
| Employer contribution / active EE | $863 | $4,897-82.4% | $3,786-77.2% | $4,876-82.3% |
| Participant deferral / active EE | $2,645 | $5,316-50.3% | $4,482-41.0% | $5,439-51.4% |
| Admin fee / account holder | $1,879 | $10,887-82.7% | $8,021-76.6% | $10,886-82.7% |