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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 | $37,340 | $176,077-78.8% | $159,455-76.6% | $167,518-77.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.35% | 331.83%-307.5pp | 263.63%-239.3pp | 478.71%-454.4pp |
| Employer contribution / active EE | $567 | $5,298-89.3% | $4,830-88.3% | $4,838-88.3% |
| Participant deferral / active EE | $6,155 | $7,751-20.6% | $7,353-16.3% | $6,342-2.9% |
| Admin fee / account holder | $441 | $12,556-96.5% | $10,800-95.9% | $12,312-96.4% |