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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 | $28,730 | $138,076-79.2% | $123,553-76.7% | $135,380-78.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 450.22% | 153.70%+296.5pp | 119.21%+331.0pp | 519.81%-69.6pp |
| Employer contribution / active EE | $340 | $5,152-93.4% | $4,628-92.6% | $4,779-92.9% |
| Participant deferral / active EE | $13,672 | $6,800+101.1% | $6,426+112.8% | $5,609+143.7% |
| Admin fee / account holder | $23,717 | $10,917+117.3% | $9,284+155.4% | $10,828+119.0% |