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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 | $42,816 | $202,342-78.8% | $172,752-75.2% | $152,897-72.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.33% | 1029.83%-1010.5pp | 802.97%-783.6pp | 345.43%-326.1pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,700 | $5,948+46.3% | $5,198+67.4% | $5,851+48.7% |
| Admin fee / account holder | $4,447 | $17,111-74.0% | $13,955-68.1% | $11,599-61.7% |