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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 | $72,355 | $148,582-51.3% | $135,942-46.8% | $139,456-48.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.15% | 79.26%-63.1pp | 68.28%-52.1pp | 373.45%-357.3pp |
| Employer contribution / active EE | $922 | $5,245-82.4% | $4,858-81.0% | $4,753-80.6% |
| Participant deferral / active EE | $3,566 | $8,101-56.0% | $7,759-54.0% | $6,711-46.9% |
| Admin fee / account holder | $595 | $12,402-95.2% | $10,764-94.5% | $11,407-94.8% |