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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 | $36,701 | $209,847-82.5% | $189,520-80.6% | $167,518-78.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.36% | 748.45%-735.1pp | 555.25%-541.9pp | 478.71%-465.4pp |
| Employer contribution / active EE | $1,439 | $6,913-79.2% | $6,161-76.6% | $4,838-70.3% |
| Participant deferral / active EE | $3,884 | $8,934-56.5% | $8,220-52.8% | $6,342-38.8% |
| Admin fee / account holder | $5,331 | $14,295-62.7% | $12,046-55.7% | $12,312-56.7% |