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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 | $67,922 | $202,342-66.4% | $172,752-60.7% | $152,897-55.6% |
| Participation rate | 95.0% | 87.1%+7.9pp | 82.6%+12.4pp | 82.5%+12.5pp |
| Annual return | 28.66% | 1029.83%-1001.2pp | 802.97%-774.3pp | 345.43%-316.8pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $11,761 | $5,948+97.7% | $5,198+126.3% | $5,851+101.0% |
| Admin fee / account holder | $9,166 | $17,111-46.4% | $13,955-34.3% | $11,599-21.0% |