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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 | $190,575 | $176,120+8.2% | $159,487+19.5% | $167,553+13.7% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 13.39% | 331.95%-318.6pp | 263.71%-250.3pp | 478.89%-465.5pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $8,812 | $7,752+13.7% | $7,354+19.8% | $6,343+38.9% |
| Admin fee / account holder | $41,657 | $12,561+231.6% | $10,804+285.6% | $12,316+238.2% |