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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 | $97,126 | $171,867-43.5% | $149,721-35.1% | $147,586-34.2% |
| Participation rate | 77.3% | 88.2%-10.9pp | 87.1%-9.8pp | 82.8%-5.6pp |
| Annual return | 12.37% | 2113.36%-2101.0pp | 1501.67%-1489.3pp | 578.59%-566.2pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,861 | $7,270-46.9% | $6,568-41.2% | $5,439-29.0% |
| Admin fee / account holder | $984 | $13,799-92.9% | $11,282-91.3% | $10,886-91.0% |