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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 | $30,525 | $209,428-85.4% | $178,498-82.9% | $158,950-80.8% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 12.44% | 188.78%-176.3pp | 151.09%-138.7pp | 302.91%-290.5pp |
| Employer contribution / active EE | $1,039 | $5,707-81.8% | $5,011-79.3% | $4,762-78.2% |
| Participant deferral / active EE | $6,642 | $5,955+11.5% | $5,202+27.7% | $5,983+11.0% |
| Admin fee / account holder | $10,061 | $17,077-41.1% | $13,985-28.1% | $11,248-10.6% |