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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 | $50,287 | $217,427-76.9% | $185,837-72.9% | $167,518-70.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.44% | 148.39%-136.0pp | 122.08%-109.6pp | 478.71%-466.3pp |
| Employer contribution / active EE | $1,047 | $5,874-82.2% | $5,168-79.7% | $4,838-78.4% |
| Participant deferral / active EE | $3,602 | $6,357-43.3% | $5,568-35.3% | $6,342-43.2% |
| Admin fee / account holder | $5,000 | $19,816-74.8% | $16,241-69.2% | $12,312-59.4% |