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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 | $61,472 | $202,342-69.6% | $172,752-64.4% | $152,897-59.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.93% | 1029.83%-1002.9pp | 802.97%-776.0pp | 345.43%-318.5pp |
| Employer contribution / active EE | $917 | $5,858-84.3% | $5,144-82.2% | $4,764-80.7% |
| Participant deferral / active EE | $3,987 | $5,948-33.0% | $5,198-23.3% | $5,851-31.9% |
| Admin fee / account holder | $522 | $17,111-96.9% | $13,955-96.3% | $11,599-95.5% |