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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 | $24,798 | $150,447-83.5% | $136,298-81.8% | $147,586-83.2% |
| Participation rate | 90.5% | 84.4%+6.1pp | 81.9%+8.6pp | 82.8%+7.6pp |
| Annual return | 22.84% | 1049.15%-1026.3pp | 5156.27%-5133.4pp | 578.59%-555.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,748 | $6,631+1.8% | $6,247+8.0% | $5,439+24.1% |
| Admin fee / account holder | $1,204 | $10,906-89.0% | $9,244-87.0% | $10,886-88.9% |