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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 | $82,063 | $202,342-59.4% | $172,752-52.5% | $152,897-46.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 27.08% | 1029.83%-1002.8pp | 802.97%-775.9pp | 345.43%-318.4pp |
| Employer contribution / active EE | $834 | $5,858-85.8% | $5,144-83.8% | $4,764-82.5% |
| Participant deferral / active EE | $7,327 | $5,948+23.2% | $5,198+41.0% | $5,851+25.2% |
| Admin fee / account holder | $1,053 | $17,111-93.8% | $13,955-92.5% | $11,599-90.9% |