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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 | $51,859 | $209,428-75.2% | $178,498-70.9% | $158,950-67.4% |
| Participation rate | 95.0% | 86.4%+8.6pp | 81.9%+13.1pp | 82.0%+13.0pp |
| Annual return | 14.65% | 188.78%-174.1pp | 151.09%-136.4pp | 302.91%-288.3pp |
| Employer contribution / active EE | $895 | $5,707-84.3% | $5,011-82.1% | $4,762-81.2% |
| Participant deferral / active EE | $2,605 | $5,955-56.3% | $5,202-49.9% | $5,983-56.5% |
| Admin fee / account holder | $3,196 | $17,077-81.3% | $13,985-77.1% | $11,248-71.6% |