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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 | $37,732 | $171,867-78.0% | $149,721-74.8% | $147,586-74.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.03% | 2113.36%-2096.3pp | 1501.67%-1484.6pp | 578.59%-561.6pp |
| Employer contribution / active EE | $1,137 | $6,275-81.9% | $5,444-79.1% | $4,876-76.7% |
| Participant deferral / active EE | $9,726 | $7,270+33.8% | $6,568+48.1% | $5,439+78.8% |
| Admin fee / account holder | $38,277 | $13,799+177.4% | $11,282+239.3% | $10,886+251.6% |