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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 | $32,588 | $111,535-70.8% | $105,223-69.0% | $137,256-76.3% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 80.0%+12.9pp |
| Annual return | 37.01% | 237.85%-200.8pp | 180.65%-143.6pp | 220.34%-183.3pp |
| Employer contribution / active EE | $88 | $3,939-97.8% | $3,689-97.6% | $4,156-97.9% |
| Participant deferral / active EE | $4,574 | $5,500-16.8% | $5,072-9.8% | $6,407-28.6% |
| Admin fee / account holder | $466 | $9,721-95.2% | $8,859-94.7% | $12,270-96.2% |