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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 | $96,233 | $102,422-6.0% | $147,117-34.6% | $80,959+18.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.64% | 135.16%-118.5pp | 420.54%-403.9pp | 35.67%-19.0pp |
| Employer contribution / active EE | $706 | $3,717-81.0% | $4,932-85.7% | $2,757-74.4% |
| Participant deferral / active EE | $3,528 | $6,652-47.0% | $8,065-56.3% | $4,300-18.0% |
| Admin fee / account holder | $351 | $7,953-95.6% | $12,993-97.3% | $6,925-94.9% |