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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 | $41,032 | $202,342-79.7% | $172,752-76.2% | $152,897-73.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 12.53% | 1029.83%-1017.3pp | 802.97%-790.4pp | 345.43%-332.9pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,523 | $5,948-40.8% | $5,198-32.2% | $5,851-39.8% |
| Admin fee / account holder | $4,387 | $17,111-74.4% | $13,955-68.6% | $11,599-62.2% |