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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 | $34,309 | $209,428-83.6% | $178,498-80.8% | $158,950-78.4% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 29.99% | 188.78%-158.8pp | 151.09%-121.1pp | 302.91%-272.9pp |
| Employer contribution / active EE | $916 | $5,707-83.9% | $5,011-81.7% | $4,762-80.8% |
| Participant deferral / active EE | $4,247 | $5,955-28.7% | $5,202-18.4% | $5,983-29.0% |
| Admin fee / account holder | $469 | $17,077-97.3% | $13,985-96.6% | $11,248-95.8% |