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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 | $56,130 | $202,342-72.3% | $172,752-67.5% | $152,897-63.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.00% | 1029.83%-1005.8pp | 802.97%-779.0pp | 345.43%-321.4pp |
| Employer contribution / active EE | $1,105 | $5,858-81.1% | $5,144-78.5% | $4,764-76.8% |
| Participant deferral / active EE | $5,602 | $5,948-5.8% | $5,198+7.8% | $5,851-4.3% |
| Admin fee / account holder | $448 | $17,111-97.4% | $13,955-96.8% | $11,599-96.1% |