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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 | $115,263 | $154,754-25.5% | $124,206-7.2% | $138,895-17.0% |
| Participation rate | 81.3% | 75.5%+5.8pp | 69.6%+11.7pp | 79.9%+1.3pp |
| Annual return | 20.73% | 709.28%-688.5pp | 515.27%-494.5pp | 145.39%-124.7pp |
| Employer contribution / active EE | $5 | $4,446-99.9% | $3,540-99.9% | $4,194-99.9% |
| Participant deferral / active EE | $5,566 | $4,621+20.5% | $3,968+40.3% | $6,396-13.0% |
| Admin fee / account holder | $833 | $6,690-87.5% | $5,929-85.9% | $12,562-93.4% |