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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 | $139,559 | $202,342-31.0% | $172,752-19.2% | $152,897-8.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.00% | 1029.83%-1011.8pp | 802.97%-785.0pp | 345.43%-327.4pp |
| Employer contribution / active EE | $1,117 | $5,858-80.9% | $5,144-78.3% | $4,764-76.6% |
| Participant deferral / active EE | $3,995 | $5,948-32.8% | $5,198-23.1% | $5,851-31.7% |
| Admin fee / account holder | $15,822 | $17,111-7.5% | $13,955+13.4% | $11,599+36.4% |