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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 | $95,326 | $150,445-36.6% | $136,297-30.1% | $147,585-35.4% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 17.45% | 1049.14%-1031.7pp | 5156.16%-5138.7pp | 578.57%-561.1pp |
| Employer contribution / active EE | $746 | $5,256-85.8% | $4,696-84.1% | $4,876-84.7% |
| Participant deferral / active EE | $6,008 | $6,631-9.4% | $6,247-3.8% | $5,439+10.5% |
| Admin fee / account holder | $7,265 | $10,906-33.4% | $9,244-21.4% | $10,885-33.3% |