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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 | $35,956 | $202,342-82.2% | $172,752-79.2% | $152,897-76.5% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.5%-12.5pp |
| Annual return | 25.44% | 1029.83%-1004.4pp | 802.97%-777.5pp | 345.43%-320.0pp |
| Employer contribution / active EE | $991 | $5,858-83.1% | $5,144-80.7% | $4,764-79.2% |
| Participant deferral / active EE | $5,388 | $5,948-9.4% | $5,198+3.7% | $5,851-7.9% |
| Admin fee / account holder | $387 | $17,111-97.7% | $13,955-97.2% | $11,599-96.7% |