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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 | $178,008 | $154,193+15.4% | $130,045+36.9% | $139,466+27.6% |
| Participation rate | 73.3% | 82.0%-8.6pp | 78.5%-5.2pp | 80.3%-7.0pp |
| Annual return | 16.04% | 32.51%-16.5pp | -137.30%+153.3pp | 373.66%-357.6pp |
| Employer contribution / active EE | $814 | $5,292-84.6% | $4,321-81.2% | $4,754-82.9% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,317 | $13,989-90.6% | $10,600-87.6% | $11,409-88.5% |