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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 | $143,508 | $209,425-31.5% | $178,499-19.6% | $158,966-9.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.95% | 188.80%-173.8pp | 151.10%-136.2pp | 302.95%-288.0pp |
| Employer contribution / active EE | $843 | $5,707-85.2% | $5,011-83.2% | $4,762-82.3% |
| Participant deferral / active EE | $3,633 | $5,955-39.0% | $5,202-30.2% | $5,983-39.3% |
| Admin fee / account holder | $6,021 | $17,078-64.7% | $13,986-56.9% | $11,250-46.5% |