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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 | $47,264 | $209,874-77.5% | $189,537-75.1% | $167,536-71.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 21.78% | 748.61%-726.8pp | 555.34%-533.6pp | 478.82%-457.0pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $15,441 | $8,934+72.8% | $8,220+87.8% | $6,342+143.5% |
| Admin fee / account holder | $1,833 | $14,299-87.2% | $12,048-84.8% | $12,315-85.1% |