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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 | $150,447-67.2% | $136,298-63.8% | $147,586-66.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.19% | 1049.15%-1028.0pp | 5156.27%-5135.1pp | 578.59%-557.4pp |
| Employer contribution / active EE | $667 | $5,256-87.3% | $4,696-85.8% | $4,876-86.3% |
| Participant deferral / active EE | $13,583 | $6,631+104.9% | $6,247+117.4% | $5,439+149.7% |
| Admin fee / account holder | $3,946 | $10,906-63.8% | $9,244-57.3% | $10,886-63.8% |