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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 | $88,602 | $102,595-13.6% | $94,057-5.8% | $154,746-42.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 18.29% | 583.42%-565.1pp | 480.62%-462.3pp | 172.34%-154.0pp |
| Employer contribution / active EE | $260 | $3,147-91.7% | $2,933-91.1% | $4,379-94.1% |
| Participant deferral / active EE | $2,080 | $5,118-59.4% | $4,709-55.8% | $6,730-69.1% |
| Admin fee / account holder | $1,858 | $7,736-76.0% | $7,244-74.4% | $14,365-87.1% |