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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 | $86,064 | $159,978-46.2% | $147,041-41.5% | $145,978-41.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 14.45% | 98.36%-83.9pp | 419.21%-404.8pp | 550.52%-536.1pp |
| Employer contribution / active EE | $72 | $5,288-98.6% | $4,935-98.5% | $4,662-98.5% |
| Participant deferral / active EE | $7,625 | $8,429-9.5% | $8,071-5.5% | $6,690+14.0% |
| Admin fee / account holder | $93,636 | $15,053+522.0% | $13,006+619.9% | $13,400+598.8% |