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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 | $88,372 | $150,447-41.3% | $136,298-35.2% | $147,586-40.1% |
| Participation rate | 70.6% | 84.4%-13.8pp | 81.9%-11.3pp | 82.8%-12.2pp |
| Annual return | 15.85% | 1049.15%-1033.3pp | 5156.27%-5140.4pp | 578.59%-562.7pp |
| Employer contribution / active EE | $601 | $5,256-88.6% | $4,696-87.2% | $4,876-87.7% |
| Participant deferral / active EE | $4,982 | $6,631-24.9% | $6,247-20.3% | $5,439-8.4% |
| Admin fee / account holder | $22,135 | $10,906+103.0% | $9,244+139.5% | $10,886+103.3% |