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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 | $47,167 | $202,342-76.7% | $172,753-72.7% | $152,909-69.2% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.5%-0.6pp |
| Annual return | 14.53% | 1029.88%-1015.3pp | 803.00%-788.5pp | 345.46%-330.9pp |
| Employer contribution / active EE | $934 | $5,857-84.1% | $5,144-81.8% | $4,764-80.4% |
| Participant deferral / active EE | $4,495 | $5,948-24.4% | $5,198-13.5% | $5,851-23.2% |
| Admin fee / account holder | $14,196 | $17,112-17.0% | $13,956+1.7% | $11,601+22.4% |