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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 | $62,522 | $171,867-63.6% | $149,721-58.2% | $147,586-57.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.51% | 2113.36%-2097.9pp | 1501.67%-1486.2pp | 578.59%-563.1pp |
| Employer contribution / active EE | $1,297 | $6,275-79.3% | $5,444-76.2% | $4,876-73.4% |
| Participant deferral / active EE | $3,891 | $7,270-46.5% | $6,568-40.8% | $5,439-28.5% |
| Admin fee / account holder | $527 | $13,799-96.2% | $11,282-95.3% | $10,886-95.2% |