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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 | $34,066 | $202,345-83.2% | $172,755-80.3% | $152,885-77.7% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 22.44% | 1029.77%-1007.3pp | 802.94%-780.5pp | 345.39%-323.0pp |
| Employer contribution / active EE | $1,033 | $5,858-82.4% | $5,144-79.9% | $4,763-78.3% |
| Participant deferral / active EE | $2,945 | $5,948-50.5% | $5,198-43.3% | $5,851-49.7% |
| Admin fee / account holder | $509 | $17,111-97.0% | $13,955-96.4% | $11,598-95.6% |