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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 | $41,156 | $202,345-79.7% | $172,755-76.2% | $152,885-73.1% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 19.36% | 1029.77%-1010.4pp | 802.94%-783.6pp | 345.39%-326.0pp |
| Employer contribution / active EE | $1,213 | $5,858-79.3% | $5,144-76.4% | $4,763-74.5% |
| Participant deferral / active EE | $4,627 | $5,948-22.2% | $5,198-11.0% | $5,851-20.9% |
| Admin fee / account holder | $1,534 | $17,111-91.0% | $13,955-89.0% | $11,598-86.8% |