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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 | $136,450 | $160,028-14.7% | $147,080-7.2% | $145,884-6.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.62% | 98.60%-87.0pp | 420.17%-408.5pp | 551.85%-540.2pp |
| Employer contribution / active EE | $735 | $5,286-86.1% | $4,933-85.1% | $4,662-84.2% |
| Participant deferral / active EE | $4,033 | $8,422-52.1% | $8,066-50.0% | $6,690-39.7% |
| Admin fee / account holder | $21,901 | $15,030+45.7% | $12,989+68.6% | $13,392+63.5% |