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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 | $64,792 | $144,130-55.0% | $117,861-45.0% | $147,586-56.1% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 13.27% | 531.20%-517.9pp | 335.11%-321.8pp | 578.59%-565.3pp |
| Employer contribution / active EE | $610 | $4,897-87.5% | $3,786-83.9% | $4,876-87.5% |
| Participant deferral / active EE | $4,220 | $5,316-20.6% | $4,482-5.9% | $5,439-22.4% |
| Admin fee / account holder | $16,724 | $10,887+53.6% | $8,021+108.5% | $10,886+53.6% |