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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 | $97,293 | $124,175-21.6% | $108,405-10.3% | $167,536-41.9% |
| Participation rate | 87.5% | 82.3%+5.2pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 11.08% | 1380.13%-1369.0pp | 905.55%-894.5pp | 478.82%-467.7pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,935 | $6,908-28.6% | $6,563-24.8% | $6,342-22.2% |
| Admin fee / account holder | $20,934 | $9,457+121.4% | $7,297+186.9% | $12,315+70.0% |