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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 | $53,373 | $190,879-72.0% | $160,009-66.6% | $134,532-60.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.16% | 552.63%-562.8pp | 408.85%-419.0pp | 418.27%-428.4pp |
| Employer contribution / active EE | $631 | $4,995-87.4% | $4,225-85.1% | $4,741-86.7% |
| Participant deferral / active EE | $1,673 | $6,924-75.8% | $6,183-72.9% | $6,401-73.9% |
| Admin fee / account holder | $366 | $10,495-96.5% | $8,715-95.8% | $11,429-96.8% |