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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 | $36,872 | $150,442-75.5% | $136,295-72.9% | $147,585-75.0% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 17.21% | 1049.09%-1031.9pp | 5155.97%-5138.8pp | 578.56%-561.4pp |
| Employer contribution / active EE | $622 | $5,256-88.2% | $4,695-86.8% | $4,876-87.2% |
| Participant deferral / active EE | $3,096 | $6,630-53.3% | $6,247-50.4% | $5,439-43.1% |
| Admin fee / account holder | $3,801 | $10,905-65.1% | $9,243-58.9% | $10,885-65.1% |