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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 | $58,343 | $171,867-66.1% | $149,721-61.0% | $147,586-60.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.86% | 2113.36%-2093.5pp | 1501.67%-1481.8pp | 578.59%-558.7pp |
| Employer contribution / active EE | $996 | $6,275-84.1% | $5,444-81.7% | $4,876-79.6% |
| Participant deferral / active EE | $2,764 | $7,270-62.0% | $6,568-57.9% | $5,439-49.2% |
| Admin fee / account holder | $669 | $13,799-95.2% | $11,282-94.1% | $10,886-93.9% |