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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 | $40,604 | $209,422-80.6% | $178,503-77.3% | $158,982-74.5% |
| Participation rate | 94.4% | 86.4%+8.1pp | 81.9%+12.5pp | 82.0%+12.5pp |
| Annual return | 18.22% | 188.81%-170.6pp | 151.12%-132.9pp | 302.99%-284.8pp |
| Employer contribution / active EE | $967 | $5,707-83.1% | $5,011-80.7% | $4,763-79.7% |
| Participant deferral / active EE | $2,706 | $5,955-54.6% | $5,202-48.0% | $5,983-54.8% |
| Admin fee / account holder | $3,278 | $17,079-80.8% | $13,987-76.6% | $11,252-70.9% |