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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 | $61,821 | $150,447-58.9% | $136,298-54.6% | $147,586-58.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.73% | 1049.15%-1026.4pp | 5156.27%-5133.5pp | 578.59%-555.9pp |
| Employer contribution / active EE | $556 | $5,256-89.4% | $4,696-88.2% | $4,876-88.6% |
| Participant deferral / active EE | $6,316 | $6,631-4.8% | $6,247+1.1% | $5,439+16.1% |
| Admin fee / account holder | $674 | $10,906-93.8% | $9,244-92.7% | $10,886-93.8% |