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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 | $94,971 | $166,242-42.9% | $165,071-42.5% | $145,884-34.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.06% | 100.44%-90.4pp | 70.17%-60.1pp | 551.85%-541.8pp |
| Employer contribution / active EE | $588 | $5,283-88.9% | $4,347-86.5% | $4,662-87.4% |
| Participant deferral / active EE | $3,824 | $6,964-45.1% | $6,035-36.6% | $6,690-42.8% |
| Admin fee / account holder | $1,745 | $16,658-89.5% | $12,695-86.3% | $13,392-87.0% |