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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 | $45,158 | $209,874-78.5% | $189,537-76.2% | $167,536-73.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 28.73% | 748.61%-719.9pp | 555.34%-526.6pp | 478.82%-450.1pp |
| Employer contribution / active EE | $94 | $6,913-98.6% | $6,161-98.5% | $4,839-98.1% |
| Participant deferral / active EE | $10,825 | $8,934+21.2% | $8,220+31.7% | $6,342+70.7% |
| Admin fee / account holder | $321 | $14,299-97.8% | $12,048-97.3% | $12,315-97.4% |