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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 | $79,022 | $169,361-53.3% | $129,397-38.9% | $145,877-45.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.35% | 14395.54%-14379.2pp | 9453.98%-9437.6pp | 551.28%-534.9pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,768 | $4,987+15.7% | $4,167+38.4% | $6,691-13.8% |
| Admin fee / account holder | $12,984 | $9,903+31.1% | $7,679+69.1% | $13,402-3.1% |