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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 | $31,904 | $202,342-84.2% | $172,752-81.5% | $152,897-79.1% |
| Participation rate | 94.4% | 87.1%+7.4pp | 82.6%+11.8pp | 82.5%+12.0pp |
| Annual return | 21.67% | 1029.83%-1008.2pp | 802.97%-781.3pp | 345.43%-323.8pp |
| Employer contribution / active EE | $709 | $5,858-87.9% | $5,144-86.2% | $4,764-85.1% |
| Participant deferral / active EE | $3,191 | $5,948-46.4% | $5,198-38.6% | $5,851-45.5% |
| Admin fee / account holder | $740 | $17,111-95.7% | $13,955-94.7% | $11,599-93.6% |