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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 | $13,822 | $172,111-92.0% | $150,298-90.8% | $137,256-89.9% |
| Participation rate | 93.8% | 81.7%+12.0pp | 77.8%+16.0pp | 80.0%+13.8pp |
| Annual return | 130.15% | 69.37%+60.8pp | 62.79%+67.4pp | 220.34%-90.2pp |
| Employer contribution / active EE | $359 | $4,636-92.3% | $4,154-91.4% | $4,156-91.4% |
| Participant deferral / active EE | $3,433 | $6,166-44.3% | $5,453-37.0% | $6,407-46.4% |
| Admin fee / account holder | $589 | $16,471-96.4% | $14,116-95.8% | $12,270-95.2% |