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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 | $94,911 | $202,342-53.1% | $172,753-45.1% | $152,909-37.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.96% | 1029.88%-1010.9pp | 803.00%-784.0pp | 345.46%-326.5pp |
| Employer contribution / active EE | $826 | $5,857-85.9% | $5,144-83.9% | $4,764-82.7% |
| Participant deferral / active EE | $16,667 | $5,948+180.2% | $5,198+220.7% | $5,851+184.8% |
| Admin fee / account holder | $1,131 | $17,112-93.4% | $13,956-91.9% | $11,601-90.3% |