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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 | $118,641 | $171,867-31.0% | $149,721-20.8% | $147,586-19.6% |
| Participation rate | 76.2% | 88.2%-12.0pp | 87.1%-10.9pp | 82.8%-6.6pp |
| Annual return | 21.09% | 2113.36%-2092.3pp | 1501.67%-1480.6pp | 578.59%-557.5pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $13,176 | $7,270+81.2% | $6,568+100.6% | $5,439+142.3% |
| Admin fee / account holder | $912 | $13,799-93.4% | $11,282-91.9% | $10,886-91.6% |