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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 | $169,361-74.9% | $129,397-67.2% | $145,877-70.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.21% | 14395.54%-14377.3pp | 9453.98%-9435.8pp | 551.28%-533.1pp |
| Employer contribution / active EE | $169 | $5,542-97.0% | $4,154-95.9% | $4,663-96.4% |
| Participant deferral / active EE | $13,657 | $4,987+173.8% | $4,167+227.7% | $6,691+104.1% |
| Admin fee / account holder | $348 | $9,903-96.5% | $7,679-95.5% | $13,402-97.4% |