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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 | $43,849 | $159,934-72.6% | $147,005-70.2% | $145,959-70.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.91% | 98.24%-81.3pp | 418.76%-401.9pp | 561.95%-545.0pp |
| Employer contribution / active EE | $562 | $5,287-89.4% | $4,934-88.6% | $4,661-87.9% |
| Participant deferral / active EE | $20,333 | $8,427+141.3% | $8,070+152.0% | $6,689+204.0% |
| Admin fee / account holder | $438 | $15,053-97.1% | $13,006-96.6% | $13,398-96.7% |