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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 | $52,705 | $169,161-68.8% | $129,295-59.2% | $145,959-63.9% |
| Participation rate | 81.8% | 76.5%+5.4pp | 69.6%+12.2pp | 80.3%+1.5pp |
| Annual return | 18.50% | 14348.07%-14329.6pp | 9429.28%-9410.8pp | 561.95%-543.5pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,560 | $4,989-8.6% | $4,169+9.4% | $6,689-31.8% |
| Admin fee / account holder | $3,885 | $9,878-60.7% | $7,665-49.3% | $13,398-71.0% |