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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 | $47,360 | $202,345-76.6% | $172,755-72.6% | $152,885-69.0% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.5%-11.0pp |
| Annual return | 23.54% | 1029.77%-1006.2pp | 802.94%-779.4pp | 345.39%-321.9pp |
| Employer contribution / active EE | $750 | $5,858-87.2% | $5,144-85.4% | $4,763-84.3% |
| Participant deferral / active EE | $6,415 | $5,948+7.8% | $5,198+23.4% | $5,851+9.6% |
| Admin fee / account holder | $838 | $17,111-95.1% | $13,955-94.0% | $11,598-92.8% |