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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 | $77,583 | $171,867-54.9% | $149,721-48.2% | $147,586-47.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.95% | 2113.36%-2099.4pp | 1501.67%-1487.7pp | 578.59%-564.6pp |
| Employer contribution / active EE | $1,231 | $6,275-80.4% | $5,444-77.4% | $4,876-74.7% |
| Participant deferral / active EE | $2,962 | $7,270-59.3% | $6,568-54.9% | $5,439-45.5% |
| Admin fee / account holder | $1,967 | $13,799-85.7% | $11,282-82.6% | $10,886-81.9% |