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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 | $25,882 | $160,070-83.8% | $147,117-82.4% | $145,897-82.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.02% | 98.69%-85.7pp | 420.54%-407.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $811 | $5,285-84.7% | $4,932-83.6% | $4,663-82.6% |
| Participant deferral / active EE | $9,302 | $8,419+10.5% | $8,065+15.3% | $6,689+39.1% |
| Admin fee / account holder | $1,101 | $15,035-92.7% | $12,993-91.5% | $13,390-91.8% |