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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 | $63,050 | $202,342-68.8% | $172,753-63.5% | $152,909-58.8% |
| Participation rate | 91.3% | 87.1%+4.2pp | 82.6%+8.7pp | 82.5%+8.8pp |
| Annual return | 15.27% | 1029.88%-1014.6pp | 803.00%-787.7pp | 345.46%-330.2pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,049 | $5,948-48.7% | $5,198-41.3% | $5,851-47.9% |
| Admin fee / account holder | $572 | $17,112-96.7% | $13,956-95.9% | $11,601-95.1% |