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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 | $37,519 | $150,447-75.1% | $136,298-72.5% | $147,586-74.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.03% | 1049.15%-1030.1pp | 5156.27%-5137.2pp | 578.59%-559.6pp |
| Employer contribution / active EE | $666 | $5,256-87.3% | $4,696-85.8% | $4,876-86.4% |
| Participant deferral / active EE | $2,740 | $6,631-58.7% | $6,247-56.1% | $5,439-49.6% |
| Admin fee / account holder | $450 | $10,906-95.9% | $9,244-95.1% | $10,886-95.9% |