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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 | $37,913 | $94,031-59.7% | $115,768-67.3% | $82,448-54.0% |
| Participation rate | 97.8% | 70.4%+27.3pp | 74.4%+23.4pp | 68.1%+29.7pp |
| Annual return | 1418.70% | 20.61%+1398.1pp | 100.46%+1318.2pp | 41.64%+1377.1pp |
| Employer contribution / active EE | $371 | $2,323-84.0% | $2,940-87.4% | $2,551-85.5% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,336 | $10,249-87.0% | $12,439-89.3% | $7,234-81.5% |