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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 | $141,670 | $202,342-30.0% | $172,753-18.0% | $152,909-7.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.61% | 1029.88%-1005.3pp | 803.00%-778.4pp | 345.46%-320.9pp |
| Employer contribution / active EE | $310 | $5,857-94.7% | $5,144-94.0% | $4,764-93.5% |
| Participant deferral / active EE | $8,965 | $5,948+50.7% | $5,198+72.5% | $5,851+53.2% |
| Admin fee / account holder | $4,736 | $17,112-72.3% | $13,956-66.1% | $11,601-59.2% |