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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 | $99,297 | $171,867-42.2% | $149,721-33.7% | $147,586-32.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.32% | 2113.36%-2095.0pp | 1501.67%-1483.3pp | 578.59%-560.3pp |
| Employer contribution / active EE | $675 | $6,275-89.2% | $5,444-87.6% | $4,876-86.2% |
| Participant deferral / active EE | $3,299 | $7,270-54.6% | $6,568-49.8% | $5,439-39.3% |
| Admin fee / account holder | $628 | $13,799-95.5% | $11,282-94.4% | $10,886-94.2% |