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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 | $71,483 | $159,934-55.3% | $147,005-51.4% | $145,959-51.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 53.77% | 98.24%-44.5pp | 418.76%-365.0pp | 561.95%-508.2pp |
| Employer contribution / active EE | $449 | $5,287-91.5% | $4,934-90.9% | $4,661-90.4% |
| Participant deferral / active EE | $20,064 | $8,427+138.1% | $8,070+148.6% | $6,689+200.0% |
| Admin fee / account holder | $536 | $15,053-96.4% | $13,006-95.9% | $13,398-96.0% |