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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 | $168,084 | $171,867-2.2% | $149,721+12.3% | $147,586+13.9% |
| Participation rate | 77.8% | 88.2%-10.4pp | 87.1%-9.3pp | 82.8%-5.1pp |
| Annual return | 17.44% | 2113.36%-2095.9pp | 1501.67%-1484.2pp | 578.59%-561.2pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,338 | $7,270+28.4% | $6,568+42.2% | $5,439+71.7% |
| Admin fee / account holder | $3,285 | $13,799-76.2% | $11,282-70.9% | $10,886-69.8% |