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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 | $49,384 | $150,442-67.2% | $136,295-63.8% | $147,585-66.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.19% | 1049.09%-1027.9pp | 5155.97%-5134.8pp | 578.56%-557.4pp |
| Employer contribution / active EE | $667 | $5,256-87.3% | $4,695-85.8% | $4,876-86.3% |
| Participant deferral / active EE | $13,583 | $6,630+104.9% | $6,247+117.4% | $5,439+149.8% |
| Admin fee / account holder | $3,946 | $10,905-63.8% | $9,243-57.3% | $10,885-63.8% |