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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 | $33,684 | $150,447-77.6% | $136,298-75.3% | $147,586-77.2% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 13.57% | 1049.15%-1035.6pp | 5156.27%-5142.7pp | 578.59%-565.0pp |
| Employer contribution / active EE | $644 | $5,256-87.8% | $4,696-86.3% | $4,876-86.8% |
| Participant deferral / active EE | $5,897 | $6,631-11.1% | $6,247-5.6% | $5,439+8.4% |
| Admin fee / account holder | $1,245 | $10,906-88.6% | $9,244-86.5% | $10,886-88.6% |