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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 | $16,753 | $148,623-88.7% | $135,974-87.7% | $139,466-88.0% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 355.34% | 79.30%+276.0pp | 68.30%+287.0pp | 373.66%-18.3pp |
| Employer contribution / active EE | $682 | $5,246-87.0% | $4,859-86.0% | $4,754-85.7% |
| Participant deferral / active EE | $2,656 | $8,103-67.2% | $7,760-65.8% | $6,712-60.4% |
| Admin fee / account holder | $1,375 | $12,406-88.9% | $10,767-87.2% | $11,409-87.9% |