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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 | $37,917 | $202,345-81.3% | $172,755-78.1% | $152,885-75.2% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.5%-11.0pp |
| Annual return | 15.13% | 1029.77%-1014.6pp | 802.94%-787.8pp | 345.39%-330.3pp |
| Employer contribution / active EE | $1,100 | $5,858-81.2% | $5,144-78.6% | $4,763-76.9% |
| Participant deferral / active EE | $2,504 | $5,948-57.9% | $5,198-51.8% | $5,851-57.2% |
| Admin fee / account holder | $1,405 | $17,111-91.8% | $13,955-89.9% | $11,598-87.9% |