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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 | $57,668 | $167,522-65.6% | $151,639-62.0% | $134,532-57.1% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | 58.68% | 7.81%+50.9pp | 3.34%+55.3pp | 418.27%-359.6pp |
| Employer contribution / active EE | $1,109 | $6,828-83.8% | $6,165-82.0% | $4,741-76.6% |
| Participant deferral / active EE | $9,146 | $8,986+1.8% | $8,363+9.4% | $6,401+42.9% |
| Admin fee / account holder | $730 | $13,780-94.7% | $11,613-93.7% | $11,429-93.6% |