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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 | $139,506 | $150,446-7.3% | $136,297+2.4% | $147,585-5.5% |
| Participation rate | 95.8% | 84.4%+11.4pp | 81.9%+13.9pp | 82.8%+13.0pp |
| Annual return | 17.31% | 1049.14%-1031.8pp | 5156.19%-5138.9pp | 578.58%-561.3pp |
| Employer contribution / active EE | $683 | $5,256-87.0% | $4,696-85.5% | $4,876-86.0% |
| Participant deferral / active EE | $6,830 | $6,631+3.0% | $6,247+9.3% | $5,439+25.6% |
| Admin fee / account holder | $8,779 | $10,906-19.5% | $9,244-5.0% | $10,886-19.3% |