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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 | $88,617 | $202,342-56.2% | $172,753-48.7% | $152,909-42.0% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 20.76% | 1029.88%-1009.1pp | 803.00%-782.2pp | 345.46%-324.7pp |
| Employer contribution / active EE | $1,179 | $5,857-79.9% | $5,144-77.1% | $4,764-75.3% |
| Participant deferral / active EE | $4,390 | $5,948-26.2% | $5,198-15.5% | $5,851-25.0% |
| Admin fee / account holder | $3,037 | $17,112-82.3% | $13,956-78.2% | $11,601-73.8% |