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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 | $37,190 | $168,635-77.9% | $147,617-74.8% | $125,389-70.3% |
| Participation rate | 95.2% | 88.8%+6.5pp | 84.6%+10.6pp | 83.2%+12.0pp |
| Annual return | -0.64% | 77.65%-78.3pp | 61.98%-62.6pp | 282.24%-282.9pp |
| Employer contribution / active EE | $1,090 | $6,252-82.6% | $5,564-80.4% | $4,866-77.6% |
| Participant deferral / active EE | $2,614 | $5,507-52.5% | $4,895-46.6% | $5,352-51.2% |
| Admin fee / account holder | $8,158 | $13,580-39.9% | $11,612-29.7% | $9,541-14.5% |