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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 | $163,066 | $202,342-19.4% | $172,753-5.6% | $152,909+6.6% |
| Participation rate | 84.6% | 87.1%-2.4pp | 82.6%+2.0pp | 82.5%+2.2pp |
| Annual return | 19.54% | 1029.88%-1010.3pp | 803.00%-783.5pp | 345.46%-325.9pp |
| Employer contribution / active EE | $798 | $5,857-86.4% | $5,144-84.5% | $4,764-83.2% |
| Participant deferral / active EE | $4,333 | $5,948-27.1% | $5,198-16.6% | $5,851-25.9% |
| Admin fee / account holder | $2,663 | $17,112-84.4% | $13,956-80.9% | $11,601-77.0% |