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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 | $206,027 | $168,635+22.2% | $147,617+39.6% | $125,389+64.3% |
| Participation rate | 91.3% | 88.8%+2.5pp | 84.6%+6.7pp | 83.2%+8.1pp |
| Annual return | 0.19% | 77.65%-77.5pp | 61.98%-61.8pp | 282.24%-282.0pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,215 | $5,507-23.5% | $4,895-13.9% | $5,352-21.2% |
| Admin fee / account holder | $2,665 | $13,580-80.4% | $11,612-77.0% | $9,541-72.1% |