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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 | $115,263 | $162,529-29.1% | $130,788-11.9% | $154,746-25.5% |
| Participation rate | 81.3% | 75.9%+5.4pp | 70.1%+11.1pp | 80.7%+0.5pp |
| Annual return | 20.73% | 510.48%-489.7pp | 386.44%-365.7pp | 172.34%-151.6pp |
| Employer contribution / active EE | $5 | $4,447-99.9% | $3,558-99.9% | $4,379-99.9% |
| Participant deferral / active EE | $5,566 | $4,808+15.8% | $4,137+34.5% | $6,730-17.3% |
| Admin fee / account holder | $833 | $7,669-89.1% | $6,673-87.5% | $14,365-94.2% |