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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 | $61,146 | $180,749-66.2% | $160,784-62.0% | $137,256-55.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.11% | 2234.46%-2219.4pp | 1803.92%-1788.8pp | 220.34%-205.2pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $26,032 | $6,844+280.4% | $6,293+313.7% | $6,407+306.3% |
| Admin fee / account holder | $14,473 | $10,397+39.2% | $9,717+48.9% | $12,270+18.0% |