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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 | $49,983 | $209,422-76.1% | $178,503-72.0% | $158,982-68.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.95% | 188.81%-176.9pp | 151.12%-139.2pp | 302.99%-291.0pp |
| Employer contribution / active EE | $1,047 | $5,707-81.7% | $5,011-79.1% | $4,763-78.0% |
| Participant deferral / active EE | $3,514 | $5,955-41.0% | $5,202-32.5% | $5,983-41.3% |
| Admin fee / account holder | $4,662 | $17,079-72.7% | $13,987-66.7% | $11,252-58.6% |