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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 | $88,747 | $183,988-51.8% | $162,177-45.3% | $152,897-42.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 28.63% | 150.79%-122.2pp | 115.60%-87.0pp | 345.43%-316.8pp |
| Employer contribution / active EE | $500 | $6,370-92.2% | $5,613-91.1% | $4,764-89.5% |
| Participant deferral / active EE | $11,910 | $8,032+48.3% | $7,297+63.2% | $5,851+103.6% |
| Admin fee / account holder | $8,315 | $13,123-36.6% | $10,843-23.3% | $11,599-28.3% |