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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 | $95,559 | $198,470-51.9% | $170,444-43.9% | $147,585-35.3% |
| Participation rate | 78.9% | 88.0%-9.0pp | 83.6%-4.7pp | 82.8%-3.9pp |
| Annual return | 13.71% | 257.30%-243.6pp | 205.94%-192.2pp | 578.56%-564.8pp |
| Employer contribution / active EE | $976 | $6,184-84.2% | $5,433-82.0% | $4,876-80.0% |
| Participant deferral / active EE | $6,250 | $5,629+11.0% | $4,939+26.5% | $5,439+14.9% |
| Admin fee / account holder | $52,764 | $16,852+213.1% | $13,881+280.1% | $10,885+384.7% |