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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 | $118,191 | $202,342-41.6% | $172,753-31.6% | $152,909-22.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.84% | 1029.88%-1012.0pp | 803.00%-785.2pp | 345.46%-327.6pp |
| Employer contribution / active EE | $986 | $5,857-83.2% | $5,144-80.8% | $4,764-79.3% |
| Participant deferral / active EE | $2,631 | $5,948-55.8% | $5,198-49.4% | $5,851-55.0% |
| Admin fee / account holder | $52,855 | $17,112+208.9% | $13,956+278.7% | $11,601+355.6% |