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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 | $123,331 | $171,867-28.2% | $149,721-17.6% | $147,586-16.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.78% | 2113.36%-2095.6pp | 1501.67%-1483.9pp | 578.59%-560.8pp |
| Employer contribution / active EE | $752 | $6,275-88.0% | $5,444-86.2% | $4,876-84.6% |
| Participant deferral / active EE | $13,428 | $7,270+84.7% | $6,568+104.4% | $5,439+146.9% |
| Admin fee / account holder | $26,600 | $13,799+92.8% | $11,282+135.8% | $10,886+144.4% |