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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 | $60,625 | $209,422-71.1% | $178,503-66.0% | $158,982-61.9% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 17.92% | 188.81%-170.9pp | 151.12%-133.2pp | 302.99%-285.1pp |
| Employer contribution / active EE | $1,141 | $5,707-80.0% | $5,011-77.2% | $4,763-76.0% |
| Participant deferral / active EE | $6,722 | $5,955+12.9% | $5,202+29.2% | $5,983+12.3% |
| Admin fee / account holder | $3,047 | $17,079-82.2% | $13,987-78.2% | $11,252-72.9% |