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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 | $69,431 | $202,342-65.7% | $172,753-59.8% | $152,909-54.6% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 32.19% | 1029.88%-997.7pp | 803.00%-770.8pp | 345.46%-313.3pp |
| Employer contribution / active EE | $1,027 | $5,857-82.5% | $5,144-80.0% | $4,764-78.4% |
| Participant deferral / active EE | $10,906 | $5,948+83.3% | $5,198+109.8% | $5,851+86.4% |
| Admin fee / account holder | $375 | $17,112-97.8% | $13,956-97.3% | $11,601-96.8% |