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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 | $79,970 | $107,353-25.5% | $92,903-13.9% | $152,885-47.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.22% | 145.62%-128.4pp | 109.43%-92.2pp | 345.39%-328.2pp |
| Employer contribution / active EE | $694 | $4,222-83.6% | $3,653-81.0% | $4,763-85.4% |
| Participant deferral / active EE | $3,015 | $4,848-37.8% | $4,238-28.8% | $5,851-48.5% |
| Admin fee / account holder | $2,683 | $7,081-62.1% | $5,795-53.7% | $11,598-76.9% |