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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 | $65,295 | $209,888-68.9% | $189,545-65.6% | $167,553-61.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.14% | 748.66%-734.5pp | 555.36%-541.2pp | 478.89%-464.7pp |
| Employer contribution / active EE | $1,415 | $6,915-79.5% | $6,162-77.0% | $4,840-70.8% |
| Participant deferral / active EE | $9,668 | $8,934+8.2% | $8,220+17.6% | $6,343+52.4% |
| Admin fee / account holder | $1,599 | $14,300-88.8% | $12,049-86.7% | $12,316-87.0% |