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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 | $144,885 | $202,342-28.4% | $172,752-16.1% | $152,897-5.2% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.5%+4.2pp |
| Annual return | 20.24% | 1029.83%-1009.6pp | 802.97%-782.7pp | 345.43%-325.2pp |
| Employer contribution / active EE | $528 | $5,858-91.0% | $5,144-89.7% | $4,764-88.9% |
| Participant deferral / active EE | $3,054 | $5,948-48.6% | $5,198-41.2% | $5,851-47.8% |
| Admin fee / account holder | $11,285 | $17,111-34.0% | $13,955-19.1% | $11,599-2.7% |