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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 | $102,378 | $112,112-8.7% | $95,956+6.7% | $158,950-35.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.27% | 171.15%-155.9pp | 91.63%-76.4pp | 302.91%-287.6pp |
| Employer contribution / active EE | $549 | $3,199-82.8% | $2,541-78.4% | $4,762-88.5% |
| Participant deferral / active EE | $6,779 | $4,784+41.7% | $4,167+62.7% | $5,983+13.3% |
| Admin fee / account holder | $4,529 | $10,134-55.3% | $6,797-33.4% | $11,248-59.7% |