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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 | $34,698 | $202,342-82.9% | $172,752-79.9% | $152,897-77.3% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.5%-12.5pp |
| Annual return | 13.58% | 1029.83%-1016.2pp | 802.97%-789.4pp | 345.43%-331.9pp |
| Employer contribution / active EE | $1,001 | $5,858-82.9% | $5,144-80.5% | $4,764-79.0% |
| Participant deferral / active EE | $7,837 | $5,948+31.8% | $5,198+50.8% | $5,851+33.9% |
| Admin fee / account holder | $2,465 | $17,111-85.6% | $13,955-82.3% | $11,599-78.7% |