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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 | $168,763 | $202,342-16.6% | $172,752-2.3% | $152,897+10.4% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 19.89% | 1029.83%-1009.9pp | 802.97%-783.1pp | 345.43%-325.5pp |
| Employer contribution / active EE | $1,007 | $5,858-82.8% | $5,144-80.4% | $4,764-78.9% |
| Participant deferral / active EE | $22,133 | $5,948+272.1% | $5,198+325.8% | $5,851+278.3% |
| Admin fee / account holder | $33,385 | $17,111+95.1% | $13,955+139.2% | $11,599+187.8% |