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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 | $184,908 | $150,447+22.9% | $136,298+35.7% | $147,586+25.3% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 15.45% | 1049.15%-1033.7pp | 5156.27%-5140.8pp | 578.59%-563.1pp |
| Employer contribution / active EE | $675 | $5,256-87.2% | $4,696-85.6% | $4,876-86.2% |
| Participant deferral / active EE | $6,020 | $6,631-9.2% | $6,247-3.6% | $5,439+10.7% |
| Admin fee / account holder | $3,331 | $10,906-69.5% | $9,244-64.0% | $10,886-69.4% |