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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 | $81,604 | $202,342-59.7% | $172,753-52.8% | $152,909-46.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.29% | 1029.88%-1015.6pp | 803.00%-788.7pp | 345.46%-331.2pp |
| Employer contribution / active EE | $768 | $5,857-86.9% | $5,144-85.1% | $4,764-83.9% |
| Participant deferral / active EE | $4,209 | $5,948-29.2% | $5,198-19.0% | $5,851-28.1% |
| Admin fee / account holder | $2,435 | $17,112-85.8% | $13,956-82.5% | $11,601-79.0% |