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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 | $35,299 | $159,978-77.9% | $147,041-76.0% | $145,978-75.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 1809.37% | 98.36%+1711.0pp | 419.21%+1390.2pp | 550.52%+1258.9pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $22,763 | $8,429+170.1% | $8,071+182.0% | $6,690+240.3% |
| Admin fee / account holder | $1,738 | $15,053-88.5% | $13,006-86.6% | $13,400-87.0% |