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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 | $81,532 | $150,446-45.8% | $136,297-40.2% | $147,585-44.8% |
| Participation rate | 94.7% | 84.4%+10.3pp | 81.9%+12.8pp | 82.8%+11.9pp |
| Annual return | 10.69% | 1049.14%-1038.5pp | 5156.19%-5145.5pp | 578.58%-567.9pp |
| Employer contribution / active EE | $72 | $5,256-98.6% | $4,696-98.5% | $4,876-98.5% |
| Participant deferral / active EE | $11,641 | $6,631+75.6% | $6,247+86.3% | $5,439+114.0% |
| Admin fee / account holder | $13,619 | $10,906+24.9% | $9,244+47.3% | $10,886+25.1% |