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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 | $100,524 | $209,422-52.0% | $178,503-43.7% | $158,982-36.8% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.7pp |
| Annual return | 15.64% | 188.81%-173.2pp | 151.12%-135.5pp | 302.99%-287.3pp |
| Employer contribution / active EE | $1,002 | $5,707-82.4% | $5,011-80.0% | $4,763-79.0% |
| Participant deferral / active EE | $2,915 | $5,955-51.0% | $5,202-44.0% | $5,983-51.3% |
| Admin fee / account holder | $1,119 | $17,079-93.4% | $13,987-92.0% | $11,252-90.1% |