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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 | $126,177 | $150,446-16.1% | $136,297-7.4% | $147,585-14.5% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 18.99% | 1049.14%-1030.2pp | 5156.19%-5137.2pp | 578.58%-559.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,357 | $6,631-4.1% | $6,247+1.8% | $5,439+16.9% |
| Admin fee / account holder | $58,084 | $10,906+432.6% | $9,244+528.4% | $10,886+433.6% |