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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 | $90,626 | $169,336-46.5% | $129,384-30.0% | $145,884-37.9% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 18.07% | 14408.70%-14390.6pp | 9461.77%-9443.7pp | 551.85%-533.8pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,570 | $4,985+11.7% | $4,166+33.7% | $6,690-16.7% |
| Admin fee / account holder | $3,068 | $9,912-69.0% | $7,686-60.1% | $13,392-77.1% |