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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 | $91,194 | $150,447-39.4% | $136,298-33.1% | $147,586-38.2% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 15.04% | 1049.15%-1034.1pp | 5156.27%-5141.2pp | 578.59%-563.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,394 | $6,631-33.7% | $6,247-29.7% | $5,439-19.2% |
| Admin fee / account holder | $1,861 | $10,906-82.9% | $9,244-79.9% | $10,886-82.9% |