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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 | $69,843 | $171,867-59.4% | $149,721-53.4% | $147,586-52.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.33% | 2113.36%-2103.0pp | 1501.67%-1491.3pp | 578.59%-568.3pp |
| Employer contribution / active EE | $1,272 | $6,275-79.7% | $5,444-76.6% | $4,876-73.9% |
| Participant deferral / active EE | $7,650 | $7,270+5.2% | $6,568+16.5% | $5,439+40.7% |
| Admin fee / account holder | $589 | $13,799-95.7% | $11,282-94.8% | $10,886-94.6% |