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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 | $86,691 | $202,342-57.2% | $172,752-49.8% | $152,897-43.3% |
| Participation rate | 94.7% | 87.1%+7.7pp | 82.6%+12.1pp | 82.5%+12.3pp |
| Annual return | 17.39% | 1029.83%-1012.4pp | 802.97%-785.6pp | 345.43%-328.0pp |
| Employer contribution / active EE | $1,057 | $5,858-81.9% | $5,144-79.4% | $4,764-77.8% |
| Participant deferral / active EE | $3,714 | $5,948-37.6% | $5,198-28.5% | $5,851-36.5% |
| Admin fee / account holder | $1,220 | $17,111-92.9% | $13,955-91.3% | $11,599-89.5% |