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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 | $37,768 | $202,342-81.3% | $172,752-78.1% | $152,897-75.3% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 21.45% | 1029.83%-1008.4pp | 802.97%-781.5pp | 345.43%-324.0pp |
| Employer contribution / active EE | $453 | $5,858-92.3% | $5,144-91.2% | $4,764-90.5% |
| Participant deferral / active EE | $5,281 | $5,948-11.2% | $5,198+1.6% | $5,851-9.8% |
| Admin fee / account holder | $704 | $17,111-95.9% | $13,955-95.0% | $11,599-93.9% |