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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 | $49,359 | $198,457-75.1% | $170,435-71.0% | $147,586-66.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.03% | 257.30%-245.3pp | 205.94%-193.9pp | 578.59%-566.6pp |
| Employer contribution / active EE | $283 | $6,183-95.4% | $5,432-94.8% | $4,876-94.2% |
| Participant deferral / active EE | $24,000 | $5,629+326.3% | $4,939+385.9% | $5,439+341.3% |
| Admin fee / account holder | $1,301 | $16,852-92.3% | $13,881-90.6% | $10,886-88.0% |