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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 | $95,430 | $183,539-48.0% | $155,556-38.7% | $145,897-34.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.62% | 61.31%-50.7pp | 64.84%-54.2pp | 552.29%-541.7pp |
| Employer contribution / active EE | $1,018 | $5,315-80.9% | $4,675-78.2% | $4,663-78.2% |
| Participant deferral / active EE | $6,979 | $6,467+7.9% | $5,631+24.0% | $6,689+4.3% |
| Admin fee / account holder | $397 | $19,275-97.9% | $15,885-97.5% | $13,390-97.0% |