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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 | $50,983 | $160,028-68.1% | $147,080-65.3% | $145,884-65.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.10% | 98.60%-84.5pp | 420.17%-406.1pp | 551.85%-537.7pp |
| Employer contribution / active EE | $895 | $5,286-83.1% | $4,933-81.9% | $4,662-80.8% |
| Participant deferral / active EE | $5,852 | $8,422-30.5% | $8,066-27.5% | $6,690-12.5% |
| Admin fee / account holder | $15,662 | $15,030+4.2% | $12,989+20.6% | $13,392+17.0% |