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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 | $85,635 | $202,342-57.7% | $172,753-50.4% | $152,909-44.0% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 21.37% | 1029.88%-1008.5pp | 803.00%-781.6pp | 345.46%-324.1pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,468 | $5,948-24.9% | $5,198-14.0% | $5,851-23.6% |
| Admin fee / account holder | $529 | $17,112-96.9% | $13,956-96.2% | $11,601-95.4% |