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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 | $115,745 | $202,342-42.8% | $172,752-33.0% | $152,897-24.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.92% | 1029.83%-1002.9pp | 802.97%-776.0pp | 345.43%-318.5pp |
| Employer contribution / active EE | $707 | $5,858-87.9% | $5,144-86.2% | $4,764-85.2% |
| Participant deferral / active EE | $4,771 | $5,948-19.8% | $5,198-8.2% | $5,851-18.5% |
| Admin fee / account holder | $4,454 | $17,111-74.0% | $13,955-68.1% | $11,599-61.6% |