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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 | $41,095 | $202,342-79.7% | $172,752-76.2% | $152,897-73.1% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 19.20% | 1029.83%-1010.6pp | 802.97%-783.8pp | 345.43%-326.2pp |
| Employer contribution / active EE | $147 | $5,858-97.5% | $5,144-97.1% | $4,764-96.9% |
| Participant deferral / active EE | $11,033 | $5,948+85.5% | $5,198+112.3% | $5,851+88.6% |
| Admin fee / account holder | $860 | $17,111-95.0% | $13,955-93.8% | $11,599-92.6% |