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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 | $72,624 | $202,342-64.1% | $172,752-58.0% | $152,897-52.5% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.5%-0.6pp |
| Annual return | 18.11% | 1029.83%-1011.7pp | 802.97%-784.9pp | 345.43%-327.3pp |
| Employer contribution / active EE | $839 | $5,858-85.7% | $5,144-83.7% | $4,764-82.4% |
| Participant deferral / active EE | $2,132 | $5,948-64.2% | $5,198-59.0% | $5,851-63.6% |
| Admin fee / account holder | $434 | $17,111-97.5% | $13,955-96.9% | $11,599-96.3% |