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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 | $54,814 | $180,459-69.6% | $154,108-64.4% | $135,380-59.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 17.02% | 888.21%-871.2pp | 735.21%-718.2pp | 519.81%-502.8pp |
| Employer contribution / active EE | $1,184 | $6,035-80.4% | $5,298-77.7% | $4,779-75.2% |
| Participant deferral / active EE | $3,614 | $5,806-37.8% | $5,081-28.9% | $5,609-35.6% |
| Admin fee / account holder | $363 | $16,145-97.8% | $13,411-97.3% | $10,828-96.6% |