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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 | $35,090 | $209,425-83.2% | $178,499-80.3% | $158,966-77.9% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 15.17% | 188.80%-173.6pp | 151.10%-135.9pp | 302.95%-287.8pp |
| Employer contribution / active EE | $515 | $5,707-91.0% | $5,011-89.7% | $4,762-89.2% |
| Participant deferral / active EE | $5,436 | $5,955-8.7% | $5,202+4.5% | $5,983-9.1% |
| Admin fee / account holder | $7,379 | $17,078-56.8% | $13,986-47.2% | $11,250-34.4% |