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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 | $99,568 | $124,175-19.8% | $108,405-8.2% | $167,536-40.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 20.95% | 1380.13%-1359.2pp | 905.55%-884.6pp | 478.82%-457.9pp |
| Employer contribution / active EE | $429 | $4,188-89.8% | $3,559-88.0% | $4,839-91.1% |
| Participant deferral / active EE | $6,052 | $6,908-12.4% | $6,563-7.8% | $6,342-4.6% |
| Admin fee / account holder | $4,225 | $9,457-55.3% | $7,297-42.1% | $12,315-65.7% |