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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 | $89,848 | $202,342-55.6% | $172,753-48.0% | $152,909-41.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.37% | 1029.88%-1008.5pp | 803.00%-781.6pp | 345.46%-324.1pp |
| Employer contribution / active EE | $880 | $5,857-85.0% | $5,144-82.9% | $4,764-81.5% |
| Participant deferral / active EE | $13,940 | $5,948+134.4% | $5,198+168.2% | $5,851+138.2% |
| Admin fee / account holder | $4,002 | $17,112-76.6% | $13,956-71.3% | $11,601-65.5% |