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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 | $128,176 | $150,446-14.8% | $136,297-6.0% | $147,585-13.2% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 17.75% | 1049.14%-1031.4pp | 5156.19%-5138.4pp | 578.58%-560.8pp |
| Employer contribution / active EE | $116 | $5,256-97.8% | $4,696-97.5% | $4,876-97.6% |
| Participant deferral / active EE | $3,929 | $6,631-40.7% | $6,247-37.1% | $5,439-27.8% |
| Admin fee / account holder | $10,299 | $10,906-5.6% | $9,244+11.4% | $10,886-5.4% |