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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 | $35,944 | $171,867-79.1% | $149,721-76.0% | $147,586-75.6% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 11.25% | 2113.36%-2102.1pp | 1501.67%-1490.4pp | 578.59%-567.3pp |
| Employer contribution / active EE | $719 | $6,275-88.5% | $5,444-86.8% | $4,876-85.3% |
| Participant deferral / active EE | $5,133 | $7,270-29.4% | $6,568-21.8% | $5,439-5.6% |
| Admin fee / account holder | $534 | $13,799-96.1% | $11,282-95.3% | $10,886-95.1% |