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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 | $40,474 | $202,342-80.0% | $172,753-76.6% | $152,909-73.5% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.5%-9.7pp |
| Annual return | 22.31% | 1029.88%-1007.6pp | 803.00%-780.7pp | 345.46%-323.2pp |
| Employer contribution / active EE | $589 | $5,857-89.9% | $5,144-88.5% | $4,764-87.6% |
| Participant deferral / active EE | $2,824 | $5,948-52.5% | $5,198-45.7% | $5,851-51.7% |
| Admin fee / account holder | $391 | $17,112-97.7% | $13,956-97.2% | $11,601-96.6% |