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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 | $99,452 | $209,847-52.6% | $189,520-47.5% | $167,518-40.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 115.11% | 748.45%-633.3pp | 555.25%-440.1pp | 478.71%-363.6pp |
| Employer contribution / active EE | $1,341 | $6,913-80.6% | $6,161-78.2% | $4,838-72.3% |
| Participant deferral / active EE | $6,741 | $8,934-24.5% | $8,220-18.0% | $6,342+6.3% |
| Admin fee / account holder | $3,097 | $14,295-78.3% | $12,046-74.3% | $12,312-74.8% |