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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 | $65,540 | $150,447-56.4% | $136,298-51.9% | $147,586-55.6% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 17.47% | 1049.15%-1031.7pp | 5156.27%-5138.8pp | 578.59%-561.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,216 | $6,631+23.9% | $6,247+31.5% | $5,439+51.1% |
| Admin fee / account holder | $1,672 | $10,906-84.7% | $9,244-81.9% | $10,886-84.6% |