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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 | $69,680 | $150,447-53.7% | $136,298-48.9% | $147,586-52.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.86% | 1049.15%-1036.3pp | 5156.27%-5143.4pp | 578.59%-565.7pp |
| Employer contribution / active EE | $517 | $5,256-90.2% | $4,696-89.0% | $4,876-89.4% |
| Participant deferral / active EE | $5,483 | $6,631-17.3% | $6,247-12.2% | $5,439+0.8% |
| Admin fee / account holder | $34,732 | $10,906+218.5% | $9,244+275.7% | $10,886+219.1% |