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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 | $50,767 | $64,359-21.1% | $90,161-43.7% | $70,126-27.6% |
| Participation rate | 75.6% | 70.4%+5.1pp | 76.9%-1.3pp | 69.5%+6.0pp |
| Annual return | 574.18% | 28.13%+546.0pp | 34.89%+539.3pp | 73.15%+501.0pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,346 | $4,389+44.6% | $5,287+20.0% | $3,332+90.5% |
| Admin fee / account holder | $903 | $3,945-77.1% | $5,943-84.8% | $4,645-80.6% |