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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 | $57,266 | $202,463-71.7% | $169,397-66.2% | $139,487-58.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 13500.58% | 532.64%+12967.9pp | 406.23%+13094.3pp | 373.84%+13126.7pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $15,650 | $6,941+125.5% | $6,223+151.5% | $6,713+133.1% |
| Admin fee / account holder | $379 | $10,726-96.5% | $9,017-95.8% | $11,407-96.7% |