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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 | $46,293 | $180,459-74.3% | $154,108-70.0% | $135,380-65.8% |
| Participation rate | 86.7% | 87.4%-0.8pp | 83.0%+3.6pp | 82.6%+4.0pp |
| Annual return | 7.65% | 888.21%-880.6pp | 735.21%-727.6pp | 519.81%-512.2pp |
| Employer contribution / active EE | $1,087 | $6,035-82.0% | $5,298-79.5% | $4,779-77.3% |
| Participant deferral / active EE | $3,302 | $5,806-43.1% | $5,081-35.0% | $5,609-41.1% |
| Admin fee / account holder | $6,774 | $16,145-58.0% | $13,411-49.5% | $10,828-37.4% |