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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 | $116,810 | $202,326-42.3% | $172,745-32.4% | $152,870-23.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.57% | 1029.72%-1013.2pp | 802.90%-786.3pp | 345.34%-328.8pp |
| Employer contribution / active EE | $1,000 | $5,858-82.9% | $5,144-80.6% | $4,763-79.0% |
| Participant deferral / active EE | $5,027 | $5,948-15.5% | $5,197-3.3% | $5,850-14.1% |
| Admin fee / account holder | $2,538 | $17,110-85.2% | $13,954-81.8% | $11,597-78.1% |