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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 | $52,284 | $150,447-65.2% | $136,298-61.6% | $147,586-64.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.09% | 1049.15%-1032.1pp | 5156.27%-5139.2pp | 578.59%-561.5pp |
| Employer contribution / active EE | $667 | $5,256-87.3% | $4,696-85.8% | $4,876-86.3% |
| Participant deferral / active EE | $7,296 | $6,631+10.0% | $6,247+16.8% | $5,439+34.1% |
| Admin fee / account holder | $14,032 | $10,906+28.7% | $9,244+51.8% | $10,886+28.9% |