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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 | $85,122 | $217,432-60.9% | $185,851-54.2% | $167,553-49.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 25.50% | 148.43%-122.9pp | 122.11%-96.6pp | 478.89%-453.4pp |
| Employer contribution / active EE | $690 | $5,874-88.2% | $5,168-86.6% | $4,840-85.7% |
| Participant deferral / active EE | $8,711 | $6,357+37.0% | $5,569+56.4% | $6,343+37.3% |
| Admin fee / account holder | $5,856 | $19,820-70.5% | $16,245-64.0% | $12,316-52.5% |