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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 | $155,987 | $150,447+3.7% | $136,298+14.4% | $147,586+5.7% |
| Participation rate | 70.8% | 84.4%-13.6pp | 81.9%-11.1pp | 82.8%-12.0pp |
| Annual return | 18.55% | 1049.15%-1030.6pp | 5156.27%-5137.7pp | 578.59%-560.0pp |
| Employer contribution / active EE | $15 | $5,256-99.7% | $4,696-99.7% | $4,876-99.7% |
| Participant deferral / active EE | $7,380 | $6,631+11.3% | $6,247+18.1% | $5,439+35.7% |
| Admin fee / account holder | $1,703 | $10,906-84.4% | $9,244-81.6% | $10,886-84.4% |