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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 | $49,756 | $198,462-74.9% | $170,439-70.8% | $147,585-66.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.03% | 257.30%-243.3pp | 205.94%-191.9pp | 578.58%-564.6pp |
| Employer contribution / active EE | $989 | $6,184-84.0% | $5,433-81.8% | $4,876-79.7% |
| Participant deferral / active EE | $4,606 | $5,629-18.2% | $4,939-6.7% | $5,439-15.3% |
| Admin fee / account holder | $10,891 | $16,852-35.4% | $13,881-21.5% | $10,886+0.1% |