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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 | $101,008 | $198,457-49.1% | $170,435-40.7% | $147,586-31.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.99% | 257.30%-244.3pp | 205.94%-192.9pp | 578.59%-565.6pp |
| Employer contribution / active EE | $652 | $6,183-89.5% | $5,432-88.0% | $4,876-86.6% |
| Participant deferral / active EE | $2,000 | $5,629-64.5% | $4,939-59.5% | $5,439-63.2% |
| Admin fee / account holder | $4,800 | $16,852-71.5% | $13,881-65.4% | $10,886-55.9% |