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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 | $79,010 | $202,342-61.0% | $172,752-54.3% | $152,897-48.3% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 91.17% | 1029.83%-938.7pp | 802.97%-711.8pp | 345.43%-254.3pp |
| Employer contribution / active EE | $1,044 | $5,858-82.2% | $5,144-79.7% | $4,764-78.1% |
| Participant deferral / active EE | $4,108 | $5,948-30.9% | $5,198-21.0% | $5,851-29.8% |
| Admin fee / account holder | $1,012 | $17,111-94.1% | $13,955-92.7% | $11,599-91.3% |