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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 | $58,549 | $184,000-68.2% | $162,185-63.9% | $152,909-61.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 24.07% | 150.80%-126.7pp | 115.61%-91.5pp | 345.46%-321.4pp |
| Employer contribution / active EE | $1,215 | $6,370-80.9% | $5,613-78.4% | $4,764-74.5% |
| Participant deferral / active EE | $6,293 | $8,033-21.7% | $7,297-13.8% | $5,851+7.6% |
| Admin fee / account holder | $765 | $13,124-94.2% | $10,844-92.9% | $11,601-93.4% |