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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 | $48,422 | $150,447-67.8% | $136,298-64.5% | $147,586-67.2% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 11.35% | 1049.15%-1037.8pp | 5156.27%-5144.9pp | 578.59%-567.2pp |
| Employer contribution / active EE | $529 | $5,256-89.9% | $4,696-88.7% | $4,876-89.1% |
| Participant deferral / active EE | $7,803 | $6,631+17.7% | $6,247+24.9% | $5,439+43.5% |
| Admin fee / account holder | $35,700 | $10,906+227.3% | $9,244+286.2% | $10,886+227.9% |