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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 | $45,139 | $202,342-77.7% | $172,752-73.9% | $152,897-70.5% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 20.42% | 1029.83%-1009.4pp | 802.97%-782.6pp | 345.43%-325.0pp |
| Employer contribution / active EE | $500 | $5,858-91.5% | $5,144-90.3% | $4,764-89.5% |
| Participant deferral / active EE | $2,118 | $5,948-64.4% | $5,198-59.3% | $5,851-63.8% |
| Admin fee / account holder | $1,006 | $17,111-94.1% | $13,955-92.8% | $11,599-91.3% |