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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 | $232,680 | $227,399+2.3% | $189,758+22.6% | $198,609+17.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 3.87% | 61.03%-57.2pp | 52.62%-48.8pp | 202.70%-198.8pp |
| Employer contribution / active EE | $1,386 | $5,526-74.9% | $4,767-70.9% | $5,055-72.6% |
| Participant deferral / active EE | $4,230 | $6,837-38.1% | $5,856-27.8% | $6,977-39.4% |
| Admin fee / account holder | $4,955 | $25,162-80.3% | $20,388-75.7% | $19,030-74.0% |