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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 | $189,013 | $159,978+18.1% | $147,041+28.5% | $145,978+29.5% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 11.11% | 98.36%-87.2pp | 419.21%-408.1pp | 550.52%-539.4pp |
| Employer contribution / active EE | $1,019 | $5,288-80.7% | $4,935-79.3% | $4,662-78.1% |
| Participant deferral / active EE | $4,395 | $8,429-47.9% | $8,071-45.5% | $6,690-34.3% |
| Admin fee / account holder | $21,729 | $15,053+44.3% | $13,006+67.1% | $13,400+62.1% |