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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 | $31,265 | $202,345-84.5% | $172,755-81.9% | $152,885-79.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.60% | 1029.77%-1003.2pp | 802.94%-776.3pp | 345.39%-318.8pp |
| Employer contribution / active EE | $1,230 | $5,858-79.0% | $5,144-76.1% | $4,763-74.2% |
| Participant deferral / active EE | $2,732 | $5,948-54.1% | $5,198-47.4% | $5,851-53.3% |
| Admin fee / account holder | $1,360 | $17,111-92.1% | $13,955-90.3% | $11,598-88.3% |