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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 | $213,435 | $148,629+43.6% | $135,982+57.0% | $139,487+53.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 30.08% | 79.33%-49.2pp | 68.32%-38.2pp | 373.84%-343.8pp |
| Employer contribution / active EE | $900 | $5,247-82.8% | $4,859-81.5% | $4,755-81.1% |
| Participant deferral / active EE | $7,500 | $8,102-7.4% | $7,760-3.3% | $6,713+11.7% |
| Admin fee / account holder | $5,583 | $12,406-55.0% | $10,767-48.1% | $11,407-51.1% |