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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 | $47,732 | $180,462-73.6% | $154,111-69.0% | $135,379-64.7% |
| Participation rate | 91.3% | 87.4%+3.9pp | 83.0%+8.3pp | 82.6%+8.7pp |
| Annual return | 11.94% | 888.17%-876.2pp | 735.18%-723.2pp | 519.79%-507.9pp |
| Employer contribution / active EE | $929 | $6,036-84.6% | $5,298-82.5% | $4,779-80.6% |
| Participant deferral / active EE | $6,582 | $5,806+13.4% | $5,081+29.6% | $5,609+17.3% |
| Admin fee / account holder | $63,030 | $16,145+290.4% | $13,411+370.0% | $10,828+482.1% |