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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 | $42,457 | $169,356-74.9% | $129,406-67.2% | $145,897-70.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.21% | 14418.62%-14400.4pp | 9468.18%-9450.0pp | 552.29%-534.1pp |
| Employer contribution / active EE | $169 | $5,542-97.0% | $4,155-95.9% | $4,663-96.4% |
| Participant deferral / active EE | $13,657 | $4,987+173.9% | $4,167+227.7% | $6,689+104.2% |
| Admin fee / account holder | $348 | $9,915-96.5% | $7,689-95.5% | $13,390-97.4% |