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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 | $78,204 | $150,447-48.0% | $136,298-42.6% | $147,586-47.0% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 12.75% | 1049.15%-1036.4pp | 5156.27%-5143.5pp | 578.59%-565.8pp |
| Employer contribution / active EE | $69 | $5,256-98.7% | $4,696-98.5% | $4,876-98.6% |
| Participant deferral / active EE | $5,038 | $6,631-24.0% | $6,247-19.4% | $5,439-7.4% |
| Admin fee / account holder | $24,497 | $10,906+124.6% | $9,244+165.0% | $10,886+125.0% |