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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 | $76,514 | $183,988-58.4% | $162,177-52.8% | $152,897-50.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 16.53% | 150.79%-134.3pp | 115.60%-99.1pp | 345.43%-328.9pp |
| Employer contribution / active EE | $1,024 | $6,370-83.9% | $5,613-81.8% | $4,764-78.5% |
| Participant deferral / active EE | $8,767 | $8,032+9.1% | $7,297+20.1% | $5,851+49.8% |
| Admin fee / account holder | $9,386 | $13,123-28.5% | $10,843-13.4% | $11,599-19.1% |