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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 | $58,575 | $171,867-65.9% | $149,721-60.9% | $147,586-60.3% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 22.72% | 2113.36%-2090.6pp | 1501.67%-1479.0pp | 578.59%-555.9pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,945 | $7,270+23.0% | $6,568+36.2% | $5,439+64.5% |
| Admin fee / account holder | $14,744 | $13,799+6.8% | $11,282+30.7% | $10,886+35.4% |