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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 | $61,992 | $150,446-58.8% | $136,297-54.5% | $147,585-58.0% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 15.15% | 1049.14%-1034.0pp | 5156.19%-5141.0pp | 578.58%-563.4pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,403 | $6,631-3.4% | $6,247+2.5% | $5,439+17.7% |
| Admin fee / account holder | $4,088 | $10,906-62.5% | $9,244-55.8% | $10,886-62.4% |