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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 | $54,970 | $202,326-72.8% | $172,745-68.2% | $152,870-64.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.30% | 1029.72%-1006.4pp | 802.90%-779.6pp | 345.34%-322.0pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,237 | $5,948-45.6% | $5,197-37.7% | $5,850-44.7% |
| Admin fee / account holder | $4,417 | $17,110-74.2% | $13,954-68.3% | $11,597-61.9% |