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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 | $150,046 | $202,342-25.8% | $172,752-13.1% | $152,897-1.9% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.5%-9.7pp |
| Annual return | 23.89% | 1029.83%-1005.9pp | 802.97%-779.1pp | 345.43%-321.5pp |
| Employer contribution / active EE | $1,111 | $5,858-81.0% | $5,144-78.4% | $4,764-76.7% |
| Participant deferral / active EE | $5,811 | $5,948-2.3% | $5,198+11.8% | $5,851-0.7% |
| Admin fee / account holder | $3,596 | $17,111-79.0% | $13,955-74.2% | $11,599-69.0% |