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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 | $31,692 | $201,372-84.3% | $184,260-82.8% | $145,884-78.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 201.09% | 29.04%+172.1pp | 28.84%+172.3pp | 551.85%-350.8pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $14,843 | $9,808+51.3% | $9,133+62.5% | $6,690+121.9% |
| Admin fee / account holder | $663 | $16,362-96.0% | $13,898-95.2% | $13,392-95.1% |