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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 | $42,087 | $202,342-79.2% | $172,752-75.6% | $152,897-72.5% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.5%-9.7pp |
| Annual return | 22.91% | 1029.83%-1006.9pp | 802.97%-780.1pp | 345.43%-322.5pp |
| Employer contribution / active EE | $1,086 | $5,858-81.5% | $5,144-78.9% | $4,764-77.2% |
| Participant deferral / active EE | $2,273 | $5,948-61.8% | $5,198-56.3% | $5,851-61.2% |
| Admin fee / account holder | $2,919 | $17,111-82.9% | $13,955-79.1% | $11,599-74.8% |