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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 | $202,326-68.8% | $172,745-63.5% | $152,870-58.8% |
| Participation rate | 91.3% | 87.1%+4.2pp | 82.6%+8.7pp | 82.4%+8.9pp |
| Annual return | 15.27% | 1029.72%-1014.5pp | 802.90%-787.6pp | 345.34%-330.1pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,049 | $5,948-48.7% | $5,197-41.3% | $5,850-47.9% |
| Admin fee / account holder | $572 | $17,110-96.7% | $13,954-95.9% | $11,597-95.1% |