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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 | $150,447-75.5% | $136,298-72.9% | $147,586-75.0% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 17.21% | 1049.15%-1031.9pp | 5156.27%-5139.1pp | 578.59%-561.4pp |
| Employer contribution / active EE | $622 | $5,256-88.2% | $4,696-86.8% | $4,876-87.2% |
| Participant deferral / active EE | $3,096 | $6,631-53.3% | $6,247-50.4% | $5,439-43.1% |
| Admin fee / account holder | $3,801 | $10,906-65.1% | $9,244-58.9% | $10,886-65.1% |