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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 | $72,504 | $144,130-49.7% | $117,861-38.5% | $147,586-50.9% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 11.15% | 531.20%-520.0pp | 335.11%-324.0pp | 578.59%-567.4pp |
| Employer contribution / active EE | $645 | $4,897-86.8% | $3,786-83.0% | $4,876-86.8% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $12,669 | $10,887+16.4% | $8,021+57.9% | $10,886+16.4% |