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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 | $53,596 | $156,963-65.9% | $121,204-55.8% | $139,466-61.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.51% | 1476.75%-1458.2pp | 987.18%-968.7pp | 373.66%-355.2pp |
| Employer contribution / active EE | $163 | $5,544-97.1% | $4,170-96.1% | $4,754-96.6% |
| Participant deferral / active EE | $3,091 | $4,848-36.2% | $4,083-24.3% | $6,712-53.9% |
| Admin fee / account holder | $434 | $6,953-93.8% | $5,651-92.3% | $11,409-96.2% |