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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 | $38,331 | $202,342-81.1% | $172,752-77.8% | $152,897-74.9% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.5%+10.4pp |
| Annual return | 22.38% | 1029.83%-1007.4pp | 802.97%-780.6pp | 345.43%-323.0pp |
| Employer contribution / active EE | $991 | $5,858-83.1% | $5,144-80.7% | $4,764-79.2% |
| Participant deferral / active EE | $2,492 | $5,948-58.1% | $5,198-52.0% | $5,851-57.4% |
| Admin fee / account holder | $1,393 | $17,111-91.9% | $13,955-90.0% | $11,599-88.0% |